Weekly outlook: Bank of England interest rates decision and Apple reports
Key events for UK wealth managers for the week starting 31 July
Apple
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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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Weekly outlook: Apple reports as more rate hikes expected
Key events for UK wealth managers for the week starting 1 May
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Weekly outlook: Central banks to keep hiking as Apple and Shell report
Key events for UK wealth managers for the week starting 30 January
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Terry Smith takes aim at Paypal after Fundsmith’s poor performance
Per usual, his annual letter to shareholders pulls few punches
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Robots and gaming to take a bite out of the Faangs
Tech mega caps have had little success as they try to diversify forcing investors to look elsewhere
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Terry Smith adds Apple stake to flagship fund
Fundsmith Equity has opened a holding in the tech giant after this year’s slide in valuations across the sector
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Weekly outlook: Fed rate decision looms over flurry of H1 earnings reports
Key events for UK wealth managers for the week starting 25 July
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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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PA ANALYSIS: Are FANG stocks as safe as they seem?
Despite their dear price tag, the FANG stocks and Apple have had remarkable staying power, surviving a sell-off and reaching record share price highs. But has the relative safety of the tech giants come to an end?
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Nasdaq correction: warning shot or the start of a bubble bursting?
While all eyes were on the FTSE All Share and how it would react to a hung parliament last Friday, something a little more dramatic was occurring the other side of the pond and, for once, it wasn’t Trump-related.
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PA ANALYSIS: Are all your Apple(s) in one basket?
Pinning all our hopes in one direction nearly always ends in disappointment.
