Cyber Monday: Seven industry experts talk tech as sector extends dominance
The industries and names expected to shine in 2025 and beyond
Technology
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Capital Group: Finding growth beyond big tech
Attractive growth opportunities are emerging beyond the tech giants that have hogged investors’ attention, writes Chris Miles
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Carne Group: Asset managers expect ‘significant increase’ to margin pressure over next two years
Traditional managers set to be hit harder, according to Q3 survey
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ARK Invest launches tech and innovation portfolio with eToro
Equally-weighted model portfolio solution comprising seven ARK Invest funds
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Martin Currie’s Osmani: How to find true value in the world’s growthiest megatrends
Three megatrends are shaping the future of markets, but capuring value in them requires more than blindly following the herd
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Do consumer staples deserve a place in portfolios anymore?
Consumer staples are a top allocation within many of the UK’s most popular funds, but the quality of the sector has deteriorated over the past decade
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AJ Bell: UK equity income funds trump global and tech peers since cost-of-living crisis
The FTSE 100 has more ‘jam today’ stocks which prospered in the market rotation, says AJ Bell’s Laith Khalaf
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Stonehage Fleming’s Smit: The five factors that will drive returns in H2
Investors should keep a keen eye on the US market over the coming six months, writes Gerrit Smit
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abrdn: Asian tech giants were paying dividends long before the US caught on
Companies such as TenCent, Samsung and TSMC were returning value to shareholders before the likes of Alphabet, says Yoojeong Oh
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FE Fundinfo: Tech and value funds receive top ratings in July Crown rebalance
Royal London received the most ‘five crown’ ratings by fund group, while four M&G strategies were downgraded
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‘More erratic than a learner driver’: Tesla misses earnings expectations for fourth consecutive quarter
The 45% profit fall led to a 7.8% share price drop during after-hours trading
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Fidelity’s Marcel Stötzel: What the next steps are for tech innovation
Stötzel talks tech, interest rates and innovation cycles
