Macro matters: Power grab
As data centres draw an ever-increasing amount of energy from the grid, fund managers are positioning themselves to benefit from the investments being made to keep up with demand
Microsoft
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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
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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
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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
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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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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
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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
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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
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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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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
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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
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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