Analysis: Is the end of the magnificent seven nigh?
Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks
Richard de Lisle
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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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A year on from the fall of SVB and Credit Suisse: US and European banks are diverging
European banking has recovered, but turmoil persists in US regional banks
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How to benefit from the ‘misery’ created by technology
VT De Lisle America fund’s manager Richard de Lisle discusses opportunities arising from Generation X escapism