Nvidia

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
Monks laments 'bruising' underperformance period as managers reposition portfolio

Investment Trusts

Monks laments 'bruising' underperformance period as managers reposition portfolio

NAV total return down 3.3%

clock 08 December 2023 • 3 min read
LSEG'S Dewi John: AI as an investment theme

Technology

LSEG'S Dewi John: AI as an investment theme

Only eight 'pure' AI funds

clock 07 December 2023 • 3 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
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
Arm breaks with London for $70bn Nasdaq listing

Companies

Arm breaks with London for $70bn Nasdaq listing

Likely to be largest IPO this year

clock 22 August 2023 • 2 min read
F&C's Paul Niven shakes up portfolio ahead of 'uncertain' H2

Investment Trusts

F&C's Paul Niven shakes up portfolio ahead of 'uncertain' H2

Discount widens to nearly 10%

clock 03 August 2023 • 3 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
Deep Dive: AI may have 'far reaching impact' but investors must beware 'hype'

Technology

Deep Dive: AI may have 'far reaching impact' but investors must beware 'hype'

Nvidia only ‘pure play’ in AI

clock 28 July 2023 • 5 min read
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Four Graphs explaining sterling

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03

BlackRock plans to cut 3% of global workforce - reports

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04

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05

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

09 January 2024 • 4 min read
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