AMD

F&C chair Beatrice Hollond steps away as trust reveals 'profitable' Iran conflict trade

Investment Trusts

F&C chair Beatrice Hollond steps away as trust reveals 'profitable' Iran conflict trade

Half-year report

clock 03 August 2026 • 4 min read
Orbis' Alec Cutler: Chip manufacturing to become a 'quasi-commodity'

Markets

Orbis' Alec Cutler: Chip manufacturing to become a 'quasi-commodity'

Looking for asymmetric AI plays

clock 26 June 2026 • 4 min read
JB Beckett: Circular financing in AI demands more scrutiny

Equities

JB Beckett: Circular financing in AI demands more scrutiny

AMD and OpenAI prime example

clock 22 January 2026 • 3 min read
US government to receive 15% of Nvidia and AMD's China chip revenues – reports

Companies

US government to receive 15% of Nvidia and AMD's China chip revenues – reports

'An unusual move'

clock 11 August 2025 • 1 min read
TSMC share price rallies as it surpasses profit expectations

Companies

TSMC share price rallies as it surpasses profit expectations

Q1 2025 results

clock 17 April 2025 • 2 min read
No rush to get AI exposure - you probably have it already

Technology

No rush to get AI exposure - you probably have it already

Many companies will benefit

clock 14 June 2023 • 4 min read

Investment Trusts

Monks investment trust drastically cuts exposure to cyclicals amid 'stretched valuations'

Weighting drops to over 26% of portfolio

clock 10 December 2019 • 5 min read
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