Lessons for today’s tech boom 25 years on from dotcom bust
Six industry experts reflect on the most speculative market bubble and whether there are any parallels with today’s tech sector
Technology
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Has the UK been left behind by the growth wave?
The UK is one of the few major markets to lack any technology presence, but its unique composition offers diversification opportunities
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Fairview’s Yearsley: China dominates February amid tariffs and DeepSeek innovation
UK market ‘chugging away’ with 2% gain
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Fidelity: ‘AI remains more of a buzz word than a profit driver’
Most analysts do not expect AI to have an impact on company profitability this year despite increased spending
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Generation next with Rob Strachan: ‘Be curious’
The Evenlode analyst discusses translating life experience and a study of the ‘loose forces’ of history into a holistic investment philosophy
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The best performing funds of 2024
Funds investing in US tech topped the charts in 2024, but some more specialist portfolios also delivered outsized returns
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Evenlode: Are there still opportunities in AI beyond the hype?
With investment in AI peaking to $300bn next year, companies need to rethink their business models if they want to deliver for investors
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Trump tariffs: A looming disaster for the global economy?
SJP’s CIO Justin Onuekwusi looks at the potential impositions of blanket tariffs from a Trump presidency
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ARK Invest: Why Trump’s trade tariffs could fuel opportunity in China
Heightened tariffs may spur growth in China’s tech sector rather than stunt it as Trump intends, writes Rahul Bhushan
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Beneath the bonnet: The case for Samsung Life, Sunonwealth and Bim
Three fund managers on stocks that are getting them excited
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Cyber Monday: Seven industry experts talk tech as sector extends dominance
The industries and names expected to shine in 2025 and beyond
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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