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
Microsoft
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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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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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Axa IM’s Iggo and Gleeson: Why AI could be the biggest investment theme of the decade
Algorithms already dominate our lives, from video streaming to shopping recommendations
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AB’s Roarty and Ruegsegger: Energy addiction is AI’s next big challenge
AI requires massive computational power to train models
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AI: The only case when ‘this time it’s different’ isn’t just an expensive mistake
Morningstar’s Mark Murray discusses picking today’s winners in the world of 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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Stonehage Fleming: Five reasons not to dread Q2 2023 earnings season
Stonehage Fleming’s Gerrit Smit discusses the fourth industrial revolution, the reopening of China and currency movements
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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
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Lindsell Train welcomes Bill Gates and Warren Buffett buying trust’s stocks
Nick Train says recent share purchases in Heineken and Diageo are a good sign
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Weekly outlook: Tech titans Microsoft & Tesla to report
Key events for UK wealth managers for the week starting 23 January
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Terry Smith takes aim at Paypal after Fundsmith’s poor performance
Per usual, his annual letter to shareholders pulls few punches
