Magnificent Seven

The Big Interview: Alliance Witan's Craig Baker on conviction for the multi-manager approach

Investment Trusts

The Big Interview: Alliance Witan's Craig Baker on conviction for the multi-manager approach

Musings on Magnificent Seven

clock 17 June 2025 • 6 min read
Deep Dive: US equities may not have peaked but do require greater selectivity

Equities

Deep Dive: US equities may not have peaked but do require greater selectivity

Amid equity rebalancing

clock 13 June 2025 • 4 min read
FIF25: RLAM's Mike Fox lambasts anti-US exceptionalism narrative

Economics

FIF25: RLAM's Mike Fox lambasts anti-US exceptionalism narrative

AI also not going away

clock 04 June 2025 • 2 min read
Deep Dive: Questions raised over equal-weighted ETFs' efficiency

ETFs

Deep Dive: Questions raised over equal-weighted ETFs' efficiency

Offer broader diversification

clock 16 May 2025 • 4 min read
Hargreaves Lansdown's Derren Nathan: An earnings season different from all others

Markets

Hargreaves Lansdown's Derren Nathan: An earnings season different from all others

Companies have missed opportunity to lower expectations bar

clock 07 May 2025 • 3 min read
Meta and Microsoft report booming revenues as AI drives earnings

Companies

Meta and Microsoft report booming revenues as AI drives earnings

Share prices surge

clock 01 May 2025 • 2 min read
Magnificent Seven valuations require more structural changes to be budged from their perch

Companies

Magnificent Seven valuations require more structural changes to be budged from their perch

Despite lower earnings

clock 23 April 2025 • 5 min read
Markets brace for Magnificent Seven results amid warnings of 'wide-ranging implications' following sentiment shift

Markets

Markets brace for Magnificent Seven results amid warnings of 'wide-ranging implications' following sentiment shift

Tesla to unveil results today

clock 22 April 2025 • 3 min read
T. Rowe Price's Ritu Vohora: Global recalibration amid a shifting landscape

Markets

T. Rowe Price's Ritu Vohora: Global recalibration amid a shifting landscape

Investors at a 'pivotal moment'

clock 13 March 2025 • 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
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