Guinness: The road ahead for electric vehicles
Sales may have slowed, but EVs are still penetrating the motor market, writes Jonathan Waghorn and Will Riley
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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
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Interactive Investor: AI hype carries into 2024 as tech dominates platform sales
L&G Global Tech Index was the most-bought fund in January
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Macro matters: Is an Atlantic drift on the cards?
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?
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Opportunities for global investors: Beyond mega-cap tech stocks
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
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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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Are US equities overvalued, or are valuations just high?
Given high valuations relative to peers, fund managers give their views on the prospects for US equities over the medium-to-long term
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Is China back with a bang?
Amid the euphoria of China’s economic re-opening, are genuine risks of another potential global wave or further Covid mutation being glossed over?
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Unquoteds stay high as Baillie Gifford trust struggles
BG US Growth Trust fully exited Peloton and Teladoc at a £9m loss
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Weekly outlook: Tech titans Microsoft & Tesla to report
Key events for UK wealth managers for the week starting 23 January
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Tesla S&P ejection tip of the iceberg of ESG’s problem with nuance
Elon Musk may be a bit ‘marmite’ but when ExxonMobile scores higher than Tesla there is clearly a disconnect
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Nick Train bemoans Unilever’s ‘crushingly pedestrian’ returns in month where Tesla goes gangbusters
Consumer goods giant’s shares are down 11% year to date as investors grow tired of its steady plodding
