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
Nvidia
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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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Quilter Cheviot adds Artemis US Smaller Companies fund to MPS
Added to North America building block
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Weekly Outlook: M&S and Nvidia results
Key events for UK wealth managers for the week starting 20 May
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Interactive Investor: Growth funds favoured in February led by Jupiter India
Scottish Mortgage, JP Morgan Global Growth, Greencoat UK Wind top investment trusts
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Weekly Outlook: Barclays and NVIDIA Q4 results
Key events for UK wealth managers for the week starting 19 February
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Can tech come up trumps again in 2024? The top trends to be excited about
The sector looks set to thrive again this year after a strong 2023, but there is more to tech than just AI
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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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Weekly outlook: Autumn Statement and NVIDIA reports
Key events for UK wealth managers for the week starting 20 November
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FundCalibre’s McDermott: Unmasking the opportunities and risks of the ‘Magnificent Seven’
Is the narrow performance of US tech giants desirable or sustainable?
