Google

'Fundamental shift' for growth allocations as value creation moves pre-IPO

Equities

'Fundamental shift' for growth allocations as value creation moves pre-IPO

‘Major headache’ for exchanges

clock 13 July 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
Jennison Associates' Raj Shant: Do not compare dotcom bubble to today's AI boom

Markets

Jennison Associates' Raj Shant: Do not compare dotcom bubble to today's AI boom

Dotcom bubble was 'based on speculation'

clock 10 March 2025 • 4 min read
Amazon and Microsoft supremacy in UK cloud market faces probe by competition watchdog

Companies

Amazon and Microsoft supremacy in UK cloud market faces probe by competition watchdog

Ofcom 'particularly concerned'

clock 05 October 2023 • 3 min read
Stock Spotlight: LSEG plans to challenge Bloomberg terminal with Microsoft Teams

Companies

Stock Spotlight: LSEG plans to challenge Bloomberg terminal with Microsoft Teams

Microsoft collaboration

clock 19 December 2022 • 4 min read
Have the FAANGs become toothless?

US

Have the FAANGs become toothless?

Lost over $2.3trn this year

clock 05 December 2022 • 4 min read
Alphabet: Growth in an uncertain environment

Technology

Alphabet: Growth in an uncertain environment

90% market share

clock 08 September 2022 • 4 min read
River and Mercantile appoints Sym head of equities

ESG

River and Mercantile appoints Sym head of equities

Sym compared ESG to the dot-com bubble

clock 25 May 2022 • 2 min read
T. Rowe Price's Vohora on geopolitics: Ushering in a new era of security

Economics

T. Rowe Price's Vohora on geopolitics: Ushering in a new era of security

'Energy trilemma'

clock 08 April 2022 • 4 min read
What Big Tech earnings divergence reveals about ESG

Technology

What Big Tech earnings divergence reveals about ESG

ESG investors are breaking up with Big Tech. Or, rather, Big Tech is breaking up with Big Tech.

clock 09 February 2022 • 4 min read
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