Four views: Are better times ahead for global listed infrastructure?
Portfolio Adviser asks four experts if a more supportive environment is on the horizon
AI
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ARK Invest launches tech and innovation portfolio with eToro
Equally-weighted model portfolio solution comprising seven ARK Invest funds
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Kepler: Finding alternative plays on the AI story in Asia
With so much of the AI story focused on the US, Ryan Lightfoot-Aminoff examines the overlooked alternatives in Asia
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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
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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