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?
Amazon
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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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Magnificent Seven: Are investors pressing ‘pause’ on their love affair with tech giants?
Following a lacklustre set of Q3 results, are technology stocks finally losing their sheen?
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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
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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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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
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Fundsmith’s Terry Smith sold Amazon over ‘capital misallocation’ concerns
Will become ‘more active’ in selling companies investing outside a core franchise
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What do the experts think of US tech stocks?
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
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How the Faangs lost their bite
The over-valued tech stocks struggle to offer any benefits for investors less willing to pay their premium
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UK warehouse Reits sell-off looks overblown
£5.5bn Tritax Big Box was trading at a 30% premium last year but now sits at a 6% discount
