AIC: Seraphim Space tops investment trust performance in H1
While Technology & Technology Innovation was the best performing sector in the first six months of the year
Technology
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Wealth manager Q&A with Matt Sharp: ‘AI is the next game changer’
Head of UK investment management at Canaccord Genuity Wealth Management on the effect of technology
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The tech giants are facing an ‘existential event’
Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question
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Stephen Yiu: The biggest misconceptions about Blue Whale Growth
The managing partner and CIO explains the fund is not a tech mandate, nor a growth-style fund
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Nick Train: The one ‘obvious failing’ that’s been holding me back
The Finsbury Growth and Income manager reveals the glaring mistake he’s been making over the past decade
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Morningstar CIO: The shining investment opportunities beyond technology
There are still plenty of undervalued equities to take advantage of despite soaring tech shares, writes Mike Coop
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Does the ‘magnificent seven’ tech wobble signal a turning point?
Cracks are starting to appear as Tesla and Apple share prices fall
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Wealth manager Q&A with Caroline Kitidis: Tech it or leave it
Global head of ultra-high net worth at HSBC Global Private Banking, on the importance of remaining open-minded and willing to embrace new technologies
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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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How can wealth managers use AI in a practical way?
Wealth managers need to integrate AI, but it must be in a pragmatic and grounded way, says Mallowstreet’s Stu Breyer
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Baroness Dambisa Moyo: Why traditional multi-asset portfolios may lose their shine
The economist and author discusses return opportunities and risk mitigation
