First Eagle’s Bill Hench on buying tech stocks as a small-cap value investor
‘Can things get worse? You bet. But the cheaper they are, the better your odds’
tech stocks
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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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Fifteen years on: Overreactions to short-term price movements a boon to long-term investors
Lessons from a decade and-a-half of managing funds
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‘Not a time for major calls’: Six multi-asset managers explain their Q4 positioning
Six investors outline their thoughts on markets for the final quarter of the year and beyond
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Central banks catch their breath: Will biotech shine again as rates stop rising?
Rate hikes tend to be bad news for ‘jam tomorrow’ sectors but the cycle is ending
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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)
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A blow to ‘lopsided’ LSE: Arm makes ‘valuation driven’ call on Nasdaq IPO
The British chip designer has shunned a listing in its home market
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Quilter trims US mega caps and ups fixed income exposure
Quarterly rebalance of its WealthSelect offering
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Polar Capital tech trust eyes AI-powered resurgence after tough year
The trust’s closing share price was 4.9% down on the year before
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Tech funds flying high in Quilter’s rankings as Chinese equities slump
Liontrust Global Technology was the best performer
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Investors must be wary of ‘AI losers’ as tech valuations spike
There will be big losses made by investing in AI, as well as profits
