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
Alphabet
-
-
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
-
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
-
AB’s Roarty and Ruegsegger: Energy addiction is AI’s next big challenge
AI requires massive computational power to train models
-
Are US equities overvalued, or are valuations just high?
Given high valuations relative to peers, fund managers give their views on the prospects for US equities over the medium-to-long term
-
Stonehage Fleming: Five reasons not to dread Q2 2023 earnings season
Stonehage Fleming’s Gerrit Smit discusses the fourth industrial revolution, the reopening of China and currency movements
-
Fundsmith’s Terry Smith sold Amazon over ‘capital misallocation’ concerns
Will become ‘more active’ in selling companies investing outside a core franchise