FundCalibre: The areas to watch under a Trump presidency
With speculation circling the new president’s potential policies, Darius McDermott examines the crucial areas for investors to watch
Energy
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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
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Fund manager profile: BlackRock’s Tom Holl on his transition mission
The BlackRock Energy and Resources Income trust provides a pragmatic approach to the energy transition, says manager Tom Holl
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AJ Bell: UK equity income funds trump global and tech peers since cost-of-living crisis
The FTSE 100 has more ‘jam today’ stocks which prospered in the market rotation, says AJ Bell’s Laith Khalaf
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Fund manager profile: Impax AM’s Jon Forster, a ‘net-zero hero’
The recent run of weakness in the environmental sector presents a real opportunity for investors who believe in the long-term transition story
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Beneath the bonnet: The case for Nubank, Aggregated Micropower and Booking Holdings
Three fund managers share stocks that are making a difference
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FundCalibre: The future of key UK sectors under Labour
With Starmer now in Downing Street, Darius McDermott examines the potential winners and losers
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Orbis’s Cutler: The uncovered opportunities in the boring bits of energy transition
Many companies play a crucial part in the energy transition, but are overlooked by the market, writes Alec Cutler
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Fund manager profile with Emily Foshag: Infrastructure is ready to build back better
Principal AM’s Foshag argues there’s a strong valuation argument for the sector
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The income-generating trust sector trading at ‘ridiculous discounts’
Infrastructure trusts are trading at steep discounts, but could be overdue a re-rating
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PA Fund Manager Profile: Polar Capital’s Jorry Nøddekær on emerging market opportunities beyond China
The manager discusses why deglobalisation and the dwindling dominance of China will help spread opportunity and growth to other EM economies
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Nikko Asset Management: Four key themes to play in 2024
The global equity team discusses AI, the energy transition, global travel and healthcare efficiency
