Generation next with Mirabaud AM’s John Kisenyi: Power play
The sustainable global equity analyst on why the renewables sector is one to watch and that how we interact with data is about to change
- News
-
- Analysis
-
- Investments
-
-
-
Top story
-
-
-
- Video
-
Microsoft
-
-
CCLA mental health benchmark reveals limited progress over past year
As CCLA reveals that only 12 out of 119 companies have improved performance since last year
-
Downing’s Paget: A question of diversification
What does diversification mean during this period of mega-cap domination? Downing’s Alex Paget takes a look
-
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
-
Dynamic Planner’s Jones on capturing complexity
The government is channelling money towards UK companies but will investors be tempted? writes the chief proposition officer
-
Hidden gems: Four below-radar funds in the IA Mixed Investment 20-60% Shares sector
Spotlight on the small funds that are flying above market returns but below investors’ radars
-
Together in electric dreams: Three IT sectors capable of top returns
All three sectors have the best chance of producing top returns, month in, month out
-
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
-
Stephen Yiu: The biggest misconceptions about Blue Whale Growth
The managing partner and CIO explains the fund is not a tech mandate, nor a growth-style fund
-
FCA anti-greenwashing rule comes into force: How to avoid greenwashing
Joshua Sherrard-Bewhay explains how companies can avoid falling foul of the FCA’s anti-greenwashing legislation
-
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
-
Does the ‘magnificent seven’ tech wobble signal a turning point?
Cracks are starting to appear as Tesla and Apple share prices fall