Janus Henderson: Global dividends reach $431.1bn in Q3
88% of companies globally either raised payouts or maintained their level
Alphabet
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CCLA mental health benchmark reveals limited progress over past year
As CCLA reveals that only 12 out of 119 companies have improved performance since last year
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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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Polar Capital Tech’s Rogoff: ‘Concentration risk remains elevated’
Shares soared 50.5% over the past year, but more than half its assets were concentrated in 10 stocks
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Dynamic Planner’s Jones on capturing complexity
The government is channelling money towards UK companies but will investors be tempted? writes the chief proposition officer
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The tech giants are facing an ‘existential event’
Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question
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Quilter Cheviot adds Artemis US Smaller Companies fund to MPS
Added to North America building block
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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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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
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Hugh Grieves: The quiet American
Premier Miton US Opportunities co-manager explains how a focus on the less glamorous side of the American market is such a compelling offering in today’s climate
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Stonehage Fleming’s Smit: What investors need to keep watch for in Q3 earnings season
Expect to see exponential growth from what is still a low base in AI
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Axa IM’s Iggo and Gleeson: Why AI could be the biggest investment theme of the decade
Algorithms already dominate our lives, from video streaming to shopping recommendations
