Amazon

Have the FAANGs become toothless?

US

Have the FAANGs become toothless?

Lost over $2.3trn this year

clock 05 December 2022 • 4 min read
How the fight for your free time creates investment opportunities

Technology

How the fight for your free time creates investment opportunities

Entertainment is big business

clock 23 September 2022 • 4 min read
Third Point Investors share price drops by 18% as growth rotation bites

Funds

Third Point Investors share price drops by 18% as growth rotation bites

Discount narrowed from 14% to 9%

clock 12 September 2022 • 2 min read
BlackRock pushes back against tech 'overboarding' by voting against directors

ESG

BlackRock pushes back against tech 'overboarding' by voting against directors

Opposing ‘overstretched’ board members

clock 06 September 2022 • 1 min read
The changing landscape of contrarian investing

Markets

The changing landscape of contrarian investing

Patience required

clock 22 August 2022 • 3 min read
Blue Whale backs investment process as fund tumbles 30%

Companies

Blue Whale backs investment process as fund tumbles 30%

High exposure to technology

clock 19 July 2022 • 2 min read
Middlefield trust: Oil and gas companies have 'unheard of' levels of cash

Investment Trusts

Middlefield trust: Oil and gas companies have 'unheard of' levels of cash

Five companies in portfolio

clock 04 July 2022 • 3 min read
Growth stock pickers feel like 'a kid in a candy shop'

Equities

Growth stock pickers feel like 'a kid in a candy shop'

'It is time to go shopping'

clock 22 June 2022 • 4 min read
Deep Dive: A paradigm shift for US equities

Equities

Deep Dive: A paradigm shift for US equities

'Valuations matter'

clock 15 June 2022 • 5 min read
Scottish Mortgage annual report: Reiterates confidence on Tesla but admits mistake on China

Investment Trusts

Scottish Mortgage annual report: Reiterates confidence on Tesla but admits mistake on China

Dividend paid through capital reserves

clock 26 May 2022 • 4 min read
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Federal Reserve cuts rates by 25bps amid persistent economic growth

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