Baroness Dambisa Moyo: Why traditional multi-asset portfolios may lose their shine
The economist and author discusses return opportunities and risk mitigation
AI
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Finsbury Growth & Income: Six UK ‘digital winners’ to benefit from AI megatrend
FGT’s Madeline Wright says the likes of RELX, Sage and Rightmove will be key beneficiaries
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Beneath the Bonnet: Findlay Park, Invesco and Sanford DeLand funds
Three fund managers on which stocks are floating their boats
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Can tech come up trumps again in 2024? The top trends to be excited about
The sector looks set to thrive again this year after a strong 2023, but there is more to tech than just AI
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Natixis: Investors’ long-term return expectations fall to 6.3%
65% believe market volatility will increase from 2023, according to Natixis Investment Managers survey
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Cathie Wood’s Ark Invest projects global equity boom with disruptive technology
Ark releases Big Ideas 2024 report
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Why Blue Whale’s Stephen Yiu rebought Meta in 2023
Also exited ASML on valuation grounds
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Interactive Investor: AI hype carries into 2024 as tech dominates platform sales
L&G Global Tech Index was the most-bought fund in January
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Macro matters: Is an Atlantic drift on the cards?
As the Fed’s tightening cycle draws to a close causing the dollar to decline, could a subsequent S&P 500 concentration risk drive investors across the pond in search of opportunities?
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M&G Investments launches Global AI Themes fund
To invest across three areas connected to artificial intelligence
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PwC: Half of CEOs think their businesses will not survive the next decade
AI could make half of all business models redundant within 10 years
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Opportunities for global investors: Beyond mega-cap tech stocks
While most global investors are struggling to look past mega-cap tech stocks, there is growing consensus more exciting sectors on more compelling valuations can be found