Macro matters: Digital India
Digitalisation has underpinned the growth of the world’s most populous nation
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Technology
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Hugh Grieves: The quiet American
Premier Miton US Opportunities co-manager explains how a focus on the less glamorous side of the American market is such a compelling offering in today’s climate
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HANetf to launch India internet and e-commerce ETF
Will launch in partnership with EMQQ Global
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Magnificent Seven: Are investors pressing ‘pause’ on their love affair with tech giants?
Following a lacklustre set of Q3 results, are technology stocks finally losing their sheen?
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How to benefit from the ‘misery’ created by technology
VT De Lisle America fund’s manager Richard de Lisle discusses opportunities arising from Generation X escapism
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Friends with benefits: How Japan’s industries are ideally placed to benefit from ‘friend-shoring’ trend
Semiconductor and automation sectores to gain from global supply chain relocation, according to macro commentators
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Berenberg’s Born: The three investment megatrends ensuring ‘sleepy Europe’ won’t be left behind
‘Sleepy old Europe’ will not be left behind
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Axa IM’s Iggo and Gleeson: Why AI could be the biggest investment theme of the decade
Algorithms already dominate our lives, from video streaming to shopping recommendations
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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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Federated Hermes launches second private equity innovation fund
Follows the original fund launched in 2020
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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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Square Mile: Asia Pacific ex Japan funds to watch
Square Mile’s Amaya Assan checks out the top performers and compelling newcomers