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
S&P 500
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Biden vs Trump: What to expect from the next biggest election
The UK has a new leader, but this year’s biggest election is yet to come
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Janus Henderson’s Lloyd: You haven’t missed the market rally yet
Investors who played it safe should not be so quick to think they’ve missed the boat
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Should investors be rethinking their technology exposure?
Technology exposure was essential over the past decade, but a more nuanced approach is necessary from here, writes Darius McDermott
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WisdomTree launches concentrated US quality growth ETF
It provides a more concentrated alternative to the S&P 500
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Tyndall’s Wintle: The hidden dangers of passive investing
Tracker funds are seen as the low-risk route to investing, but Felix Wintle says this assumption may need a re-think
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JP Morgan Asset Management launches actively-managed global equity ETF
The Global Equity Premium Income UCITS ETF is now listed on the London Stock Exchange
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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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Artemis’ Jones: We need to keep it simple for end-investors
Greg Jones discusses achieving the best balance between sustainability and investment freedom, avoiding crowded trades and keeping it simple
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Head to Head: Taking stock of the US
Anthony Willis of Columbia Threadneedle and Felix Wintle, manager of the VT Tyndall North America fund, argue the case for investing in US equities right now
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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
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Nvidia ‘sprinkles magic dust on the markets’ with stellar sales
The company reported forecast-beating revenue of $13.5bn (£10.6bn)