Amazon

Baillie Gifford's James Anderson, co-manager of the £4.5bn Scottish Mortgage investment trust, has expressed his concern about recent rhetoric used by the UK and US governments, and warned of the impact of their policies on developing the next generation...

Tech giant represents 10% of trust

Many worry tech stocks are becoming pricey

Lawrence Gosling talks to Capital Group's Jody Jonsson, manager of the New Perspective strategy, about China's prospects, why Amazon is reasonably valued, and the attraction of tech start-ups for graduates.

Investment Week highlights a range of interesting articles on issues including the impact of a Trump presidency, should investors fear a US recession and the rise of robo-advisers.

Multi-asset managers tell Investment Week their current US positioning in the face of further market volatility as interest rate rises and the presidential election loom later in the year.

Strong fundamentals in Cisco and Microsoft

Tech-heavy Nasdaq up 10% last year

Utilities and telecoms are being negatively impacted by interest rate environment changes, but some sectors are showing resilient economic growth, says Evan Bauman, portfolio manager on the Legg Mason ClearBridge US Aggressive Growth fund.

Focused on the 'big three' tech giants