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
What does diversification mean during this period of mega-cap domination? Downing’s Alex Paget takes a look
The government is channelling money towards UK companies but will investors be tempted? writes the chief proposition officer
Spotlight on the small funds that are flying above market returns but below investors’ radars
Three fund managers share stocks that are making a difference
Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question
Key events for UK wealth managers for the week starting 29 April
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 manager of the £3.6bn Rathbone Global Opportunities fund reflects over his 20 years of running the portfolio
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?
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
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
Following a lacklustre set of Q3 results, are technology stocks finally losing their sheen?