Polar Capital tech trust eyes AI-powered resurgence after tough year
The trust’s closing share price was 4.9% down on the year before
US Equities
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Square Mile CIO: Blunt tool of rate hikes will cause corporate casualties
Harries said the ‘fairly blunt tool’ of base rate rises is to blame
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Weekly outlook: Barratt Developments and Burberry to report
Key events for UK wealth managers for the week starting 10 July
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Liontrust to launch sustainable US growth fund
The Liontrust GF Sustainable Future (SF) US Growth Fund will be open to investors in July
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Investors must be wary of ‘AI losers’ as tech valuations spike
There will be big losses made by investing in AI, as well as profits
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Tyndall’s Wintle reinvests in tech mega-caps
He had fully exited in November 2020
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Markets have no margin for error as US debt ceiling wrangle rolls on
A default remains very unlikely but there are no signs of a deal yet
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US equities investors betting on a ‘soft landing’ could be in trouble
Markets may be pricing in an overly-optimistic scenario
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The big reversal in US stocks
UK investors have had little incentive to exit, but fatigue might finally be setting in
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Valuation potholes mar US road to recovery
‘We don’t need to see ‘blood on the streets’ as Sir John Templeton said, but there are a lot of yellow flags’
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Peter Hargreaves: UK investors underweight America
Blue Whale chair bullish about prospects for the US amid gloomy global outlook
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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