Nikko AM’s Greaton: Nvidia and TSMC ‘best positioned to ride the AI boom’
Nikko Asset Management’s Timothy Greaton explains why AI is about to hit its ‘exponential growth’ phase
Technology
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Fundsmith’s Terry Smith sold Amazon over ‘capital misallocation’ concerns
Will become ‘more active’ in selling companies investing outside a core franchise
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Nasdaq ‘steals the show’ as tech dominates performance in first half of 2023
AI boom contributed to the sector returning 24.6% over six months to 30 June
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Polar Capital profits fall 31% as AUM dips
Outflows fuelled a £2.9bn drop in assets across the 12 months to 31 March
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AI interest rejuvenates tech sector
While gold and gilts suffered in May
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Derek Stuart: ‘Artemis has always stood apart from the crowd’
The manager, who retires from running Artemis Special Situations at the end of this year, explains why the dotcom boom and bust was a defining moment for both him and the company he co-founded
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Q&A with Credo’s Silver: It’s not the time to be taking big risks
Multi-asset manager and head of fixed income at Credo, Rupert Silver, shares his recent asset allocation changes
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Martin Gilbert: ‘There is no gain without pain’
Assetco’s chair on learning from your mistakes, holding your ground when performance takes a tumble and, most importantly, remaining optimistic
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China’s post-Covid reopening could be spark for tech sector – Polar Capital’s Rogoff
Trust’s NAV per share up for first month since July
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What do the experts think of US tech stocks?
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
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Gary Potter: Investors have too-weak/two-week memories
Fund managers must keep an open mind to change and appreciate fully the grave responsibility entrusted to them by clients
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Should investors bear with US?
Paul O’Connor of Janus Henderson and T Rowe Price’s Eric Papesh give their views on the prospects for American assets
