Thematic Investing
Carmignac's Saint-Georges: A reversal of US fortunes could be 'brutal' for investors
The US stockmarket, riding high on the Donald Trump administration's expansionary fiscal policy, is now in the longest bull run in history, surpassing the previous record that was set between October 1990 and the bursting of the tech bubble in March 2000....
FSB outlines crypto-asset risks to financial stability
Warns 'vigilant monitoring' is required
Four Brexit-busting growth trends boosting UK stocks
The sectors to look out for
GinsGlobal to list two ETFs in Europe through HANetf
TERs of 0.75%
Will artificial intelligence be a driver of US returns?
Despite being considered expensive by some investors, the US equity market remains, for seasoned stockpickers, one of the most interesting places in the world to invest.
Crypto dilemma: Are there any genuine opportunities in digital currency?
How Bitcoin can reinvent itself
How the renewables sector is changing and what this means for investors
Taking advantage of clean tech
The best opportunity sets in US equities
Where to find good value across the pond
BlackRock expands thematics range with raft of launches to harness megatrends
Capturing themes in a changing world
BNY Mellon IM launches thematic fund focusing on mobility disruptors
Managed by The Boston Company
Amundi unveils artificial intelligence ETF
OCF of 0.35%
Cisco v Netflix: The irrational history of growth companies
Most market commentators believe that the valuation of a growth stock reflects the likely future growth rate of the company. Stocks trading at above average earnings multiples are expected to grow at above average rates.
SVM's Hugh Cuthbert on Europe's 'peculiar set of uncertainties'
US in 'tightening' mode
AXA IM to launch Clean Tech fund
Managed by Amanda O'Toole
The longest US bull market: What have been the sector winners and losers?
Best and worst-performing sectors
The five tech risks that can be an opportunity for wealth firms
Turning threats into solutions
Why Musk's tweets expose Tesla to potential shareholder and regulatory claims
The perils of disclosing sensitive information via social media
MAGA: Why investors should be wary of the newest kid on the acronym block
Emphasis on substance than style when buying stocks
SVM's Lawson: Positive discrimination is not the way to tackle diversity
Emphasis on grassroots education encouraged
ASI launches global artificial intelligence fund
Investment process will use machines
$1trn and counting - but can Apple ride the next wave of technological disruption well?
Tech giant hits new milestone
Nine megatrends of the future to shape investment growth
Top nine trends to focus on
