thematic investing

While the value of Bitcoin has dropped significantly since the start of the year, the overall market continues to grow, writes Matthew Morris, director at Carr Consulting & Communications.

'Style of the fund has changed dramatically'

Regulatory risk

Assessing the country's ability to develop AI

Over the past few weeks, global equity investors have been in the teeth of the US earnings season.

Sentiment trumping reality

Impact on decision-making

The theme of disruption is one which excites considerable interest among investors, perhaps because many want to capitalise on 'the next big thing' and avoid disrupted companies and sectors.

ESG should be core part of investment philosophy rather than application of external ratings

Co-managers pick their top ethical holdings