Microsoft

Fundsmith Equity's Terry Smith questions if there are any AI winners

Fund management

Fundsmith Equity's Terry Smith questions if there are any AI winners

Annual letter to shareholders

clock 09 January 2024 • 4 min read
SJP's Onuekwusi trims US exposure on 'concentration conundrum'

US

SJP's Onuekwusi trims US exposure on 'concentration conundrum'

Magnificent Seven domination concerns

clock 01 December 2023 • 2 min read
Government directs Competition and Markets Authority to increase focus on economic growth

Regulation

Government directs Competition and Markets Authority to increase focus on economic growth

‘Strategic steer’

clock 24 November 2023 • 2 min read
Amazon and Microsoft supremacy in UK cloud market faces probe by competition watchdog

Companies

Amazon and Microsoft supremacy in UK cloud market faces probe by competition watchdog

Ofcom 'particularly concerned'

clock 05 October 2023 • 3 min read
Fundsmith Equity and Scottish Mortgage retain bestseller crowns in August

Investment Trusts

Fundsmith Equity and Scottish Mortgage retain bestseller crowns in August

Investors split on tech

clock 06 September 2023 • 2 min read
Deep Dive: Big tech is 'impossible to avoid' but few investors know how to value it

US

Deep Dive: Big tech is 'impossible to avoid' but few investors know how to value it

Price of high valuations

clock 25 August 2023 • 5 min read
AJ Bell: Active equity funds gain ground on trackers in first half of 2023

Funds

AJ Bell: Active equity funds gain ground on trackers in first half of 2023

Active funds outperforming passives

clock 02 August 2023 • 2 min read
Blue Whale's Stephen Yiu bets big on AI amid 'shifting regime'

US

Blue Whale's Stephen Yiu bets big on AI amid 'shifting regime'

Defends Nvidia's valuation

clock 02 August 2023 • 2 min read
Third Point sees AI path out of recent underperformance

Funds

Third Point sees AI path out of recent underperformance

1.1% return in Q2

clock 01 August 2023 • 2 min read
UK watchdog eases on Microsoft over Activision deal

UK

UK watchdog eases on Microsoft over Activision deal

Follows US court supporting the deal

clock 12 July 2023 • 1 min read
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JO Hambro's Savvides to take on Jupiter UK special sits as Ben Whitmore departs to launch boutique

09 January 2024 • 3 min read
02

Four Graphs explaining sterling

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03

BlackRock plans to cut 3% of global workforce - reports

09 January 2024 • 1 min read
04

Jupiter suffers higher than anticipated outflows of £2.2bn

09 January 2024 • 2 min read
05

Fundsmith Equity's Terry Smith questions if there are any AI winners

09 January 2024 • 4 min read
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