De Lisle Partners: Energy is the real winner of the AI race
Artificial intelligence requires masses of energy to run, making it a prime benefactor of the theme, writes Dan Scott Lintott
Artificial intelligence requires masses of energy to run, making it a prime benefactor of the theme, writes Dan Scott Lintott
The BlackRock Energy and Resources Income trust provides a pragmatic approach to the energy transition, says manager Tom Holl
The FTSE 100 has more ‘jam today’ stocks which prospered in the market rotation, says AJ Bell’s Laith Khalaf
The recent run of weakness in the environmental sector presents a real opportunity for investors who believe in the long-term transition story
Three fund managers share stocks that are making a difference
With Starmer now in Downing Street, Darius McDermott examines the potential winners and losers
Many companies play a crucial part in the energy transition, but are overlooked by the market, writes Alec Cutler
Principal AM’s Foshag argues there’s a strong valuation argument for the sector
Infrastructure trusts are trading at steep discounts, but could be overdue a re-rating
The manager discusses why deglobalisation and the dwindling dominance of China will help spread opportunity and growth to other EM economies
The global equity team discusses AI, the energy transition, global travel and healthcare efficiency
Stephen Anness argues that abnormal market volatility is not set to disappear any time soon