Redwheel: US exceptionalism is an illusion of endless growth
Exceptional market conditions rarely persist and those invested in US equity benchmarks are taking on extraordinary risk, writes Nick Clay
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Magnificent Seven
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Weekly Outlook: Tesla and Amazon kick off first-quarter earnings season
Key events for wealth managers in the week beginning 21 April
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Track to the Future – with L&G’s Ben Cherrington
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
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Parnassus: Will the magnificent 493 please stand up?
The majority of US stocks have long lagged the seven largest constituents, but it could soon broaden out, writes Todd Ahlsten
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25 years on, is this dotcom bust 2.0?
Investors are starting to voice concerns as the magnificent seven’s market dominance shows signs of slowing down
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Janus Henderson: The UK stocks outpacing the magnificent seven
British retailers, banks and tobacco companies have beaten the US tech giants despite their old-school nature, writes David Smith
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Square Mile’s fund selector: IA Global funds to watch
Ajay Vaid, a senior investment research analyst at Square Mile Investment Consulting and Research, checks out the top performers and compelling newcomers
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Weekly Outlook: Fed, ECB rate cut decisions and ‘magnificent seven’ results
Key events for wealth managers in the week beginning 27 January
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Ninety One: Why investors should be optimistic this Blue Monday
There are glimmers of opportunities amid uncertain global market conditions, writes Paul Vincent
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The undervalued markets where managers are diversifying away from the US
Share prices in the US have reached dizzying heights, making cheaper equity markets more attractive
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AJ Bell: Passive funds ‘eating the lunch’ of active managers
Just a third of active funds outperform passive across a decade
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Analysis: Is the end of the magnificent seven nigh?
Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks