Does the ‘magnificent seven’ tech wobble signal a turning point?
Cracks are starting to appear as Tesla and Apple share prices fall
Cracks are starting to appear as Tesla and Apple share prices fall
The £3.4bn trust outperformed global markets despite an underweight to the Magnificent Seven – and no exposure at all to Apple and Tesla
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?
Given high valuations relative to peers, fund managers give their views on the prospects for US equities over the medium-to-long term
Key events for UK wealth managers for the week starting 31 July
Will become ‘more active’ in selling companies investing outside a core franchise
Key events for UK wealth managers for the week starting 1 May
Key events for UK wealth managers for the week starting 30 January
Per usual, his annual letter to shareholders pulls few punches