The Week: Technology: they think it’s all over?
The technology sector has had a dismal start to the year, but it remains embedded in major structural trends. Is this a good time to take another look?
Adviser-Hub 21st Apr 2022
The Week: Europe: the advantage of low expectations
Europe’s economic data may be weak, but its corporate sector is showing a buoyant recovery – and expectations are far lower than for the buoyant US.
Adviser-Hub 12th May 2021
The Week: Does value investing still have a place in your portfolio?
It’s been a rough time for value managers. Has quantitative easing killed off value as a strategy? Or can it stage a comeback?
Adviser-Hub 21st May 2020
The internet and demographics are killing inflation: here’s how
The twin trends of ageing populations and technological innovation are likely to put a lid on inflation for some time to come, argues Newton fund manager Jon Day. But that doesn’t mean there aren’t o...
BNY Mellon Investment Management 10th Mar 2020
Alexa - how big can you get?
When Tom Slater met Jeff Bezos in Seattle recently, the Amazon CEO explained how little he cared about daily market news. Better, he said, to spend his time “living in the future … a wonderful place”.
Baillie Gifford 4th Jun 2019
What’s next for technology?
Technology has undoubtedly been a good investment in recent years, but in a climate of weaker growth, can it sustain its advantage?
Adviser-Hub 21st Feb 2019
Global update: Sterling regains pre-Brexit levels
January 2018 The pound strengthened to its highest level against the US dollar since the Brexit referendum in June 2016, rising above US$1.40. Although sterling was lifted by weakness in the US...
Adviser-Hub 8th Feb 2018
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