Stephen Yiu

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
Retail investors remain unfazed by recent market turmoil

Markets

Retail investors remain unfazed by recent market turmoil

Amid market recovery

clock 19 August 2024 • 2 min read
'Today is going to be carnage': How funds dealt with a week of market volatility

Markets

'Today is going to be carnage': How funds dealt with a week of market volatility

Following Black Monday

clock 16 August 2024 • 4 min read
Blue Whale adds Philip Morris to top ten amid push for 'smoke-free world'

Funds

Blue Whale adds Philip Morris to top ten amid push for 'smoke-free world'

Focus on alternative nicotine products

clock 06 August 2024 • 1 min read
Blue Whale prepared to sell long-term holding Adobe if it fails to tackle 'AI opportunity'

Funds

Blue Whale prepared to sell long-term holding Adobe if it fails to tackle 'AI opportunity'

Former top ten holding

clock 14 June 2024 • 4 min read
Blue Whale adds Broadcom to top ten on 'structural tailwinds'

Unit trusts/OEICs

Blue Whale adds Broadcom to top ten on 'structural tailwinds'

Semiconductor and software firm

clock 04 June 2024 • 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
Blue Whale bets on Mastercard and Visa as inflation hedge

Unit trusts/OEICs

Blue Whale bets on Mastercard and Visa as inflation hedge

Manager Stephen Yiu

clock 04 July 2023 • 3 min read
2022 'tricky' year for Blue Whale as it underperforms sector for the first time

Funds

2022 'tricky' year for Blue Whale as it underperforms sector for the first time

Held up YTD

clock 07 February 2023 • 4 min read
Peter Hargreaves: Blue Whale will focus on 'land of opportunity'

US

Peter Hargreaves: Blue Whale will focus on 'land of opportunity'

Bearish on UK economy

clock 24 January 2023 • 2 min read
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02

SEC charges former Western Asset Management co-CIO Ken Leech with fraud

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03

FCA delivers plans to regulate cryptocurrency

26 November 2024 • 4 min read
04

Columbia Threadneedle adopts SDR 'Sustainability Focus' labels on nine funds

26 November 2024 • 1 min read
05

Trump policies spark volatility for US Treasuries and add pressure to rising national debt levels

25 November 2024 • 5 min read
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