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
Nvidia
-
-
Weekly outlook: Autumn Statement and NVIDIA reports
Key events for UK wealth managers for the week starting 20 November
-
FundCalibre’s McDermott: Unmasking the opportunities and risks of the ‘Magnificent Seven’
Is the narrow performance of US tech giants desirable or sustainable?
-
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
-
Brooks Macdonald’s Cady: Inflation slowdown and AI boosts case for US equities
The Fed’s data-dependent approach to central bank policy, and AI, has led Brooks Macdonald to up its exposure to US growth stocks
-
AB’s Roarty and Ruegsegger: Energy addiction is AI’s next big challenge
AI requires massive computational power to train models
-
Avoiding the scrum: Columbia Threadneedle’s Adam Norris on equity market concentration
Ahead of the 2023 Rugby World Cup, the investment manager draws parallels between the tournament’s narrow pool of winners and the S&P 500
-
Weekly outlook: Australian and Canadian central banks set to make interest rate decisions
Key events for UK wealth managers for the week starting 4 September
-
Nvidia ‘sprinkles magic dust on the markets’ with stellar sales
The company reported forecast-beating revenue of $13.5bn (£10.6bn)
-
Weekly outlook: Annual Jackson Hole central bank symposium and Nvidia reports
Key events for UK wealth managers for the week starting 21 August
-
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
