Microsoft

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
AJ Bell: Active equity funds gain ground on trackers in first half of 2023

Funds

AJ Bell: Active equity funds gain ground on trackers in first half of 2023

Active funds outperforming passives

clock 02 August 2023 • 2 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
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
UK watchdog eases on Microsoft over Activision deal

UK

UK watchdog eases on Microsoft over Activision deal

Follows US court supporting the deal

clock 12 July 2023 • 1 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
Tech companies drive Fundsmith's H1 returns following Amazon sale

Companies

Tech companies drive Fundsmith's H1 returns following Amazon sale

Fundsmith Equity fund

clock 11 July 2023 • 4 min read
Generative AI: How can investors profit?

Technology

Generative AI: How can investors profit?

Microsoft and Alphabet leading the way

clock 02 June 2023 • 4 min read
Chancellor backs regulator in Activision row but warns of responsibilities to 'economic growth'

Companies

Chancellor backs regulator in Activision row but warns of responsibilities to 'economic growth'

‘Growth duty’

clock 17 May 2023 • 1 min read
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