LSEG Lipper’s John: Whither the small-cap premium?
Dewi John analyses the performance of small and mid caps across the UK US, and global equity markets over time
AI
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Liontrust’s Uru and Pleydell-Bouverie: When will we see the elusive return on investment from AI?
Hundreds of billions have been pumped into AI, but when will it start producing profit, ask the Liontrust Global Innovation managers
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Nvidia share price drops in after-market trading despite outperforming forecasts
Nvidia second quarter results post $30bn in revenue
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Quilter Cheviot: Healthcare could be so much more with AI
Healthcare is an important allocation, but it has struggled to keep pace since covid – AI could fix that problem, says Caroline Langley
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Spot the Dog: Number of underperforming equity funds falls to 137
Strategies underexposed to tech and energy feature prominently in the bi-annual report
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Fund manager profile: Impax AM’s Jon Forster, a ‘net-zero hero’
The recent run of weakness in the environmental sector presents a real opportunity for investors who believe in the long-term transition story
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Knacke’s money maps: Health is wealth
In his new monthly column, Ernst Knacke, head of research at Shard Capital, looks at the life sciences and biotech space
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Choosing ‘picks and shovels’: Managers look beyond Nvidia for AI plays
How CapEx from the Magnificent Seven is shaping markets
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Fidelity’s Marcel Stötzel: What the next steps are for tech innovation
Stötzel talks tech, interest rates and innovation cycles
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Downing’s Paget: A question of diversification
What does diversification mean during this period of mega-cap domination? Downing’s Alex Paget takes a look
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Ark Invest: Don’t put all your eggs in the Nvidia basket
Investors will benefit over the long-term by from diversifying their AI exposure, rather than piling into a single stock dominating headlines today, writes Brett Winton
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Square Mile’s Fund Selector: Japan funds to watch
Square Mile’s Ajay Vaid checks out the top performers and compelling newcomers