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
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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