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
Magnificent Seven
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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
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Weekly Outlook: Federal Reserve meeting and Amazon Q1 update
Key events for UK wealth managers for the week starting 29 April
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Does the ‘magnificent seven’ tech wobble signal a turning point?
Cracks are starting to appear as Tesla and Apple share prices fall
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Should investors be rethinking their technology exposure?
Technology exposure was essential over the past decade, but a more nuanced approach is necessary from here, writes Darius McDermott
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Are we close to a crowded trade ‘tipping point’?
Investors have shown no signs of breaking their broader entanglement with the Magnificent Seven
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Alliance Trust: There’s more to markets than the Magnificent Seven
The £3.4bn trust outperformed global markets despite an underweight to the Magnificent Seven – and no exposure at all to Apple and Tesla
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Branching Out: SJP’s Dr Sarah Ruggins on Magnificent Seven ‘FOMO’ and the ‘wild ride’ from theory to practice
The head of multi-asset research discusses her experience of putting academia into practice in financial services
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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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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