Generation next with Mirabaud AM’s John Kisenyi: Power play
The sustainable global equity analyst on why the renewables sector is one to watch and that how we interact with data is about to change
Amazon
-
-
De Lisle Partners: Energy is the real winner of the AI race
Artificial intelligence requires masses of energy to run, making it a prime benefactor of the theme, writes Dan Scott Lintott
-
World Bank launches ‘largest ever’ outcome bond to fund Amazon reforestation
Rathbones and Nuveen are among the lead investors
-
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
-
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
-
Hidden gems: Four below-radar funds in the IA Mixed Investment 20-60% Shares sector
Spotlight on the small funds that are flying above market returns but below investors’ radars
-
Beneath the bonnet: The case for Celsius, Danieli and Muji
Three fund managers share stocks that are making a difference
-
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
-
Weekly Outlook: Federal Reserve meeting and Amazon Q1 update
Key events for UK wealth managers for the week starting 29 April
-
PA Fund Manager Profile: Baillie Gifford’s Gibson prepares for new era of US growth
A reset in higher-growth companies and the addition of private equities promises better times ahead for the US Growth Trust, says Baillie Gifford’s Kirsty Gibson
-
‘The perfect moment doesn’t exist’: Rathbones’ Thomson on imposter syndrome, his three best investments and keeping calm
The manager of the £3.6bn Rathbone Global Opportunities fund reflects over his 20 years of running the portfolio
-
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?
