FundCalibre: US mega caps are at tipping point
Fund managers warn of ‘a day of reckoning’ as US valuations and market concentration reach all-time highs, writes Darius McDermott
Big Tech
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Capital Group: Finding growth beyond big tech
Attractive growth opportunities are emerging beyond the tech giants that have hogged investors’ attention, writes Chris Miles
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Liontrust’s Uru and Pleydell-Bouverie: When will we see the elusive return on investment from AI?
Hundreds of billions have been pumped into AI, but when will it start producing profit, ask the Liontrust Global Innovation managers
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Stonehage Fleming’s Smit: The five factors that will drive returns in H2
Investors should keep a keen eye on the US market over the coming six months, writes Gerrit Smit
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Antipodes’ Savas: We see dotcom parallels as investors ignore valuation extremes
Valuations on mega-cap US stocks are at ‘dotcom era extremes,’ warns Alison Savas
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AXA’s Jeremy Gleeson joins AllianzGI
To head up newly-created global technology equity team
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Polar Capital Tech’s Rogoff: ‘Concentration risk remains elevated’
Shares soared 50.5% over the past year, but more than half its assets were concentrated in 10 stocks
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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
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AI in the UK: Preventing the predictable decline from inventor to has-been
The UK’s AI landscape boasts a robust foundation despite scepticism, according to Tellworth’s James Gerlis