Baroness Dambisa Moyo: Why traditional multi-asset portfolios may lose their shine
The economist and author discusses return opportunities and risk mitigation
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Magnificent Seven
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Beneath the Bonnet: Findlay Park, Invesco and Sanford DeLand funds
Three fund managers on which stocks are floating their boats
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Why Blue Whale’s Stephen Yiu rebought Meta in 2023
Also exited ASML on valuation grounds
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Interactive Investor: AI hype carries into 2024 as tech dominates platform sales
L&G Global Tech Index was the most-bought fund in January
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A broadening market: Will the Magnificent Seven continue to motor in 2024?
Mega cap tech stocks led the way in 2023, but market performance widened in the final two months
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FundCalibre’s McDermott: Unmasking the opportunities and risks of the ‘Magnificent Seven’
Is the narrow performance of US tech giants desirable or sustainable?
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Magnificent Seven: Are investors pressing ‘pause’ on their love affair with tech giants?
Following a lacklustre set of Q3 results, are technology stocks finally losing their sheen?
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Will the thriving US economy have an ‘inflationary sting in its tail’?
The pace of US consumer spending may cease to continue over the medium-to-long term
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AI in the UK: Preventing the predictable decline from inventor to has-been
The UK’s AI landscape boasts a robust foundation despite scepticism, according to Tellworth’s James Gerlis