Alliance Trust: There’s more to markets than the Magnificent Seven
The £3.4bn trust outperformed global markets despite an underweight to the Magnificent Seven – and no exposure at all to Apple and Tesla
The £3.4bn trust outperformed global markets despite an underweight to the Magnificent Seven – and no exposure at all to Apple and Tesla
L&G Global Tech Index was the most-bought fund in January
As the Fed’s tightening cycle draws to a close causing the dollar to decline, could a subsequent S&P 500 concentration risk drive investors across the pond in search of opportunities?
While most global investors are struggling to look past mega-cap tech stocks, there is growing consensus more exciting sectors on more compelling valuations can be found
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
Given high valuations relative to peers, fund managers give their views on the prospects for US equities over the medium-to-long term
Amid the euphoria of China’s economic re-opening, are genuine risks of another potential global wave or further Covid mutation being glossed over?
BG US Growth Trust fully exited Peloton and Teladoc at a £9m loss
Key events for UK wealth managers for the week starting 23 January
Elon Musk may be a bit ‘marmite’ but when ExxonMobile scores higher than Tesla there is clearly a disconnect
Consumer goods giant’s shares are down 11% year to date as investors grow tired of its steady plodding
Four investors mull the events shaping portfolios over the past week