Macro matters: Is IA Latin America in terminal decline?
The sector could face closure just four years after it was launched as the number of funds dwindles
Analysis
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25 years on, is this dotcom bust 2.0?
Investors are starting to voice concerns as the magnificent seven’s market dominance shows signs of slowing down
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Will a Ukraine ceasefire boost or burden Europe?
Europe has rallied at the prospect of a ceasefire, but the subsequent costs on Ukraine’s neighbours could prove to be yet another headwind
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Has the UK been left behind by the growth wave?
The UK is one of the few major markets to lack any technology presence, but its unique composition offers diversification opportunities
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Troy’s Harries: GLP-1’s impact on drinks stocks
The adoption of GLP-1s has shifted behaviour towards healthier habits and away from alcohol, but Troy’s James Harries questions whether the trend will last
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Morningstar: Eltifs ‘a growing breed’ but fund selectors warned on fees and returns
Eltifs ‘unlikely to harvest the same hefty illiquidity premiums’ as trusts
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Hidden gems: Three below-radar funds in the IA India/Indian Subcontinent sector
Spotlight on the small funds that are flying above market returns but below investors’ radars
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UK’s small-cap champions
Though often overlooked by the average investor, share prices of smaller companies can leap well above their large-cap counterparts in the FTSE 100
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Who are the winners (and losers) of the FTSE 100?
British Airways, NatWest and Rolls-Royce boosted the FTSE 100 to new heights, while other UK giants saw their share prices tumble
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Is it time to re-consider thriving China funds amid their rally?
China funds could be back on the menu after roaring back with some of the highest returns of 2024
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Aurora UK Alpha: Survival of the biggest
Aurora and Artemis Alpha’s £260.9m merger was the last in a record-high year for M&A deals in 2024
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Macro matters: Power grab
As data centres draw an ever-increasing amount of energy from the grid, fund managers are positioning themselves to benefit from the investments being made to keep up with demand