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
growth stocks
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Pacific Horizon’s Durrant: Why the US and Europe are the new emerging markets
Balance sheets across the Asia Pacific region are ‘three times’ stronger than they were during the Asian financial crisis, according to the manager
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Baron Capital launches UCITS version of US all cap growth fund
Managed by Ron Baron and Michael Baron
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Invesco’s Aujla on US growth stocks, bright spots in small caps and why passive investing isn’t passive
Fund manager David Aujla, who runs Invesco’s Summit Growth multi-asset portfolios, explains where he is seeing opportunities
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Central banks catch their breath: Will biotech shine again as rates stop rising?
Rate hikes tend to be bad news for ‘jam tomorrow’ sectors but the cycle is ending
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Keith Ashworth-Lord: The myths and misconceptions about growth investing
Sandford DeLand’s Keith Ashworth-Lord on key caveats to spotting growth
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Polar Capital tech trust eyes AI-powered resurgence after tough year
The trust’s closing share price was 4.9% down on the year before
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James Budden: The changing face of growth
Some growth companies may float on a rising tide and then sink but others can plough through
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Monks trust dragged down by growth stocks slide
Trailing FTSE World index for second year in a row
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Confidence in Edinburgh Worldwide trust wanes as shares slide
Shares fell nearly 14% as the Baillie Gifford trust lagged its benchmark
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There’s more to the rejuvenation of growth stocks than Fed pivot hopes
It was difficult to find cheerleaders for the style last year but things are changing