Choosing ‘picks and shovels’: Managers look beyond Nvidia for AI plays
How CapEx from the Magnificent Seven is shaping markets
Analysis
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Fidelity’s Marcel Stötzel: What the next steps are for tech innovation
Stötzel talks tech, interest rates and innovation cycles
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Can we expect broader consolidation among investment trusts?
The investment trust sector is increasingly willing to take difficult choices to deliver shareholder value
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What will the French election result mean for financial markets?
Potential for broader political instability across Europe
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How will UK markets be influenced by Rachel Reeves and the Labour Party?
Industry ponders effect of Labour majority on UK equities and gilts
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Is a new government the change in narrative UK equities need?
Changing the story around UK equities is essential to stopping outflows, say UK equity fund managers
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Could the UK small-cap revival be a ‘self-perpetuating cycle’?
Appetite for UK smaller companies has improved, but risks remain
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Can the ‘tentative’ small-cap recovery continue?
Small-cap weakness has persisted in spite of a revival in economic conditions – until recently
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Nedgroup’s Landecker: Investors can’t ignore macro anymore
Not factoring in geopolitics is ‘madness’ and leads investors into ‘mine fields they should have known existed’
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What could Conservative and Labour manifestos spell for the UK’s economy?
Major parties clearly understand the UK’s economic problems, even if the solutions take time
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The tech giants are facing an ‘existential event’
Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question
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Will a rate cut reignite Europe’s markets?
The benefits from a rate cut may be marginal given the region’s increasingly fragile political situation