Small caps: The great divide
Forget the ‘magnificent seven’, it’s the magnificent gap investors need to be watching out for
Meta
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Could Meta dividend promise lead to the ‘Pringles conundrum’?
Dividend payouts are difficult to put an end to once they have started, market commentators warn
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Why Blue Whale’s Stephen Yiu rebought Meta in 2023
Also exited ASML on valuation grounds
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Macro matters: Is an Atlantic drift on the cards?
As the Fed’s tightening cycle draws to a close causing the dollar to decline, could a subsequent S&P 500 concentration risk drive investors across the pond in search of opportunities?
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Opportunities for global investors: Beyond mega-cap tech stocks
While most global investors are struggling to look past mega-cap tech stocks, there is growing consensus more exciting sectors on more compelling valuations can be found
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Hugh Grieves: The quiet American
Premier Miton US Opportunities co-manager explains how a focus on the less glamorous side of the American market is such a compelling offering in today’s climate
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Terry Smith adds Fortinet to Fundsmith Equity portfolio
US-based cybersecurity firm has been added to the 27-stock fund
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Stonehage Fleming’s Smit: What investors need to keep watch for in Q3 earnings season
Expect to see exponential growth from what is still a low base in AI
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Are US equities overvalued, or are valuations just high?
Given high valuations relative to peers, fund managers give their views on the prospects for US equities over the medium-to-long term
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Fundsmith’s Terry Smith sold Amazon over ‘capital misallocation’ concerns
Will become ‘more active’ in selling companies investing outside a core franchise
