Alphabet

Global dividends hit Q3 record high despite significant cuts

Global

Global dividends hit Q3 record high despite significant cuts

Rising to $431.1bn

clock 21 November 2024 • 2 min read
Investors split on whether AI investment case can justify Magnificent Seven's cap-ex growth

Global

Investors split on whether AI investment case can justify Magnificent Seven's cap-ex growth

Questions of a bubble mount

clock 17 September 2024 • 4 min read
Global dividends surge to record high as UK lags behind

Global

Global dividends surge to record high as UK lags behind

Janus Henderson Global Dividend index

clock 10 September 2024 • 2 min read
'Huge issue for money managers': The long-term fallout for asset manager sponsorship after Baillie Gifford-Hay saga

Asset Managers

'Huge issue for money managers': The long-term fallout for asset manager sponsorship after Baillie Gifford-Hay saga

'Total lack of joined up thinking'

clock 29 August 2024 • 10 min read
US equities suffer worst day in two years as Nasdaq loses $1trn

US

US equities suffer worst day in two years as Nasdaq loses $1trn

Tesla and Alphabet lead tech sector sell-off

clock 25 July 2024 • 1 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
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
Nasdaq 100 to undergo special rebalance to address overconcentration of 'magnificent seven'

US

Nasdaq 100 to undergo special rebalance to address overconcentration of 'magnificent seven'

Concerns around concentration

clock 11 July 2023 • 1 min read
ChatGPT - friend or foe of sustainability?

ESG

ChatGPT - friend or foe of sustainability?

Still early stages

clock 16 February 2023 • 5 min read
Mayar Capital admits to 'mistakes' after taking 31% loss on Vontier position

Funds

Mayar Capital admits to 'mistakes' after taking 31% loss on Vontier position

$244m fund is down 19.3% in 2022

clock 16 January 2023 • 2 min read
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Investment Week reveals winners of Investment Company of the Year Awards 2024

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