Power supply a particular issue
Company trading on a 28.4% premium
ESG investors are breaking up with Big Tech. Or, rather, Big Tech is breaking up with Big Tech.
“We won’t experience 100 years of progress in the 21st century — it will be more like 20,000 years of progress.” - The Law of Accelerating Returns by Ray Kurzweil.
One company with ‘reasonable integrity’
David Coombs, head of multi-asset investments at Rathbones, dives into US equities
US equities have significantly outperformed most asset classes over the past ten years and are, in most people's view, not looking cheap.
Equity investors could experience a "multi-year rally" in value stocks, according to some industry commentators, who believe the recent market rotation out of growth could be here to stay. Others have warned not to write off quality growth assets, however,...