The stuff themes are made of
Guy Matthews, managing partner at Sarasin & Partners, discusses the long-term nature of thematic investing, AI’s impact, ESG and a hidden plus of Consumer Duty
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AI
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Tillit adds EdenTree, Fidelity and Schroder value funds to its platform
Alongside Sanlam Global Artificial Intelligence
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Q&A with BlackRock’s Stefan Gries: A ‘capex renaissance’ and the appeal of Danish companies
We quizzed Gries on his path to managing an investment trust, the trust’s strategy and the trends he is targeting
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AB’s Roarty and Ruegsegger: Energy addiction is AI’s next big challenge
AI requires massive computational power to train models
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CFA Institute reveals the four narratives driving ‘the future state of the industry’
Report draws on insight from 3,000 investment professionals
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AI in the UK: Preventing the predictable decline from inventor to has-been
The UK’s AI landscape boasts a robust foundation despite scepticism, according to Tellworth’s James Gerlis
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Nvidia ‘sprinkles magic dust on the markets’ with stellar sales
The company reported forecast-beating revenue of $13.5bn (£10.6bn)
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A blow to ‘lopsided’ LSE: Arm makes ‘valuation driven’ call on Nasdaq IPO
The British chip designer has shunned a listing in its home market
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AI: The only case when ‘this time it’s different’ isn’t just an expensive mistake
Morningstar’s Mark Murray discusses picking today’s winners in the world of AI
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Battle of the banks: Should investors turn to challengers or stick with incumbents?
Several fund managers debate the merits of investing in the ‘Big Five’ lenders amid a busy month for the sector
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Digital infrastructure trusts: Tapping into the fourth industrial revolution
Where are the best opportunities in the digital infrastructure space?
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Branching Out: Polar Capital’s Donnigan on why ordering pizza is more reliable than getting biopsy results
Polar Capital’s Deane Donnigan tells Portfolio Adviser how she moved from clinical pharmacist to fund manager