LGIM’s Rees: How bonds play into magnificent seven ‘FOMO’
Matthew Rees talks falling interest rates and August stockmarket selloff
Magnificent Seven
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Ark Invest’s Cathie Wood: August’s key volatility drivers and which stocks will benefit
‘Disruptive innovation’ stocks will be turbulent but are set to outperform, according to the CIO
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bfinance: Less than 30% of global managers beat the market in Q2
They lagged the global index by 4.5 percentage points despite taking markedly more risk
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What has caused the global equity market sell-off?
Equity markets are down following US recession fears
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Choosing ‘picks and shovels’: Managers look beyond Nvidia for AI plays
How CapEx from the Magnificent Seven is shaping markets
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FE Fundinfo: Tech and value funds receive top ratings in July Crown rebalance
Royal London received the most ‘five crown’ ratings by fund group, while four M&G strategies were downgraded
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‘More erratic than a learner driver’: Tesla misses earnings expectations for fourth consecutive quarter
The 45% profit fall led to a 7.8% share price drop during after-hours trading
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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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Wealth manager Q&A with Matt Sharp: ‘AI is the next game changer’
Head of UK investment management at Canaccord Genuity Wealth Management on the effect of technology
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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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Aegon’s Scott on using the tech giants for income, stubborn inflation and private equity perils
The co-manager of the Aegon Global Equity Income fund says there are ‘no unique companies’ left in the UK
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(Another) new dawn in Japan?
With Japanese equities performing well over the past decade, managers argue it is unfair to suggest the country’s previous ‘new dawns’ didn’t play out