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
Nvidia
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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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Ark Invest: Don’t put all your eggs in the Nvidia basket
Investors will benefit over the long-term by from diversifying their AI exposure, rather than piling into a single stock dominating headlines today, writes Brett Winton
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Antipodes: Opportunities in AI are expanding beyond Nvidia
Markets have chosen Nvidia as the ultimate AI winner, but Alison Savas says other companies are stealing its thunder
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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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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