AI

Diversification under threat

SMT Digital Conference 2026

After several years of debate over whether AI’s potential was being overstated or whether we were witnessing the emergence of a genuinely transformational technology, it is now increasingly clear large language models (LLMs) represent a meaningful leap...

Earnings momentum improving

In partnership with Paul Harper Search

It has been five years since the last James Bond film came out. I remember clearly the emotion of going to see it at the cinema for the first time after Covid. I cried at the end.

Portfolio Thinking unveils Edge

GDP growth swings up to 0.4%

First major speech as chancellor

The extraordinary performance of a narrow group of AI-linked companies has been impossible to ignore.