Google

Jennison Associates' Raj Shant: Do not compare dotcom bubble to today's AI boom

Markets

Jennison Associates' Raj Shant: Do not compare dotcom bubble to today's AI boom

Dotcom bubble was 'based on speculation'

10 March 2025 • 4 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'

05 October 2023 • 3 min read

Stock Spotlight: LSEG plans to challenge Bloomberg terminal with Microsoft Teams

Companies

Stock Spotlight: LSEG plans to challenge Bloomberg terminal with Microsoft Teams

Microsoft collaboration

19 December 2022 • 4 min read

Have the FAANGs become toothless?

US

Have the FAANGs become toothless?

Lost over $2.3trn this year

05 December 2022 • 4 min read

Alphabet: Growth in an uncertain environment

Technology

Alphabet: Growth in an uncertain environment

90% market share

08 September 2022 • 4 min read

River and Mercantile appoints Sym head of equities

ESG

River and Mercantile appoints Sym head of equities

Sym compared ESG to the dot-com bubble

25 May 2022 • 2 min read

T. Rowe Price's Vohora on geopolitics: Ushering in a new era of security

Economics

T. Rowe Price's Vohora on geopolitics: Ushering in a new era of security

'Energy trilemma'

08 April 2022 • 4 min read

What Big Tech earnings divergence reveals about ESG

Technology

What Big Tech earnings divergence reveals about ESG

ESG investors are breaking up with Big Tech. Or, rather, Big Tech is breaking up with Big Tech.

09 February 2022 • 4 min read

World's largest companies' climate pledges 'lack real substance'

ESG

World's largest companies' climate pledges 'lack real substance'

One company with ‘reasonable integrity’

07 February 2022 • 2 min read

ESG concerns pushing Cerno's Spence away from FAANGs

Equities

ESG concerns pushing Cerno's Spence away from FAANGs

Sustainability a priority

03 February 2022 • 2 min read

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