Samsung

Deep Dive: Investors urged to look beyond 'pure' AI plays as bubble concerns linger

Companies

Deep Dive: Investors urged to look beyond 'pure' AI plays as bubble concerns linger

'Most disruptive force in business'

clock 19 April 2024 • 4 min read
TSMC and Infosys most frequent top ten holdings across JP Morgan AM trust stable

Emerging markets

TSMC and Infosys most frequent top ten holdings across JP Morgan AM trust stable

Emerging markets dominate

clock 10 January 2024 • 1 min read
LGIM broadens ETF suite with global brands strategy

ETFs

LGIM broadens ETF suite with global brands strategy

Capped market-cap weighting approach

clock 27 September 2023 • 2 min read
Orbis' Cutler bets on producers and warns of 'greenflation'

Managed funds

Orbis' Cutler bets on producers and warns of 'greenflation'

Consumer names stunt dividend growth

clock 26 July 2022 • 2 min read
Energy sector leads first decline in global corporate debt for eight years

Bonds

Energy sector leads first decline in global corporate debt for eight years

JH Corporate Debt index

clock 06 July 2022 • 2 min read
Franklin Templeton: High barriers to entry compound 20% semiconductor price hike

Global

Franklin Templeton: High barriers to entry compound 20% semiconductor price hike

Follows previous substantial hikes

clock 26 May 2022 • 2 min read
YT Boon: Semiconductor shortage is fixable but it will take a long time

Technology

YT Boon: Semiconductor shortage is fixable but it will take a long time

The ongoing semiconductor shortage is set to continue for years but is a “fixable” issue that will not plague 5G for its entire lifespan, according to manager of the Neuberger Berman InnovAsia 5G fund YT Boon.

clock 28 September 2021 • 2 min read

Emerging markets

TEMIT: UK investors missing out on returns amid fears EMs are 'too risky'

Investors hesitant about emerging markets despite daily reliance on products

clock 07 July 2021 • 2 min read

Equities

Let the chips fall where they may: Why investing in semiconductors will give portfolios more byte

Boom in disruptive tech worth taking advantage of

clock 26 March 2021 • 5 min read

Multi-asset

Legg Mason's Osmani shuns FAANGs to outperform US market

Concerns over Facebook and Google behind move

clock 03 June 2020 • 2 min read
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