FundCalibre’s McDermott: Unmasking the opportunities and risks of the ‘Magnificent Seven’
Is the narrow performance of US tech giants desirable or sustainable?
Is the narrow performance of US tech giants desirable or sustainable?
Open to UK investors following launch of Luxembourg vehicle last year
Expect to see exponential growth from what is still a low base in AI
Managed by Ron Baron and Michael Baron
Fund manager David Aujla, who runs Invesco’s Summit Growth multi-asset portfolios, explains where he is seeing opportunities
The Fed’s data-dependent approach to central bank policy, and AI, has led Brooks Macdonald to up its exposure to US growth stocks
Six investors outline their thoughts on markets for the final quarter of the year and beyond
Rate hikes tend to be bad news for ‘jam tomorrow’ sectors but the cycle is ending
Jerome Powell indicated another hike this year is on the cards
The CAPE ratio for US stocks is ‘well above’ its long-term average
Hart is a manager on the firm’s Equity Income, Focused Equity Income, US Value and Active Value strategies
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