Square Mile: Asia Pacific ex Japan funds to watch
Square Mile’s Amaya Assan checks out the top performers and compelling newcomers
Technology
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Information technology tops S&P 500 annual sector returns since 2010
According to a study from platform comparison provider InvestinGoal
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FE Fundinfo: Tech and Latin America the top performers in 2023
L&G Artificial Intelligence fund returned 36.25% over the first six months of the year
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Is China a ‘dead weight’ in emerging market equity funds?
China is down 16.9% so far this year, and accounts for 30% of the MSCI Emerging Markets index
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Stonehage Fleming: Five reasons not to dread Q2 2023 earnings season
Stonehage Fleming’s Gerrit Smit discusses the fourth industrial revolution, the reopening of China and currency movements
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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
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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