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?
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”.
4th Jun 2019
LGIM Podcast: Log on to the cyber opportunity
One thing’s for certain: the need for cybersecurity permeates every level of society. Whether it’s making sure the Amazon Alexa isn’t listening to our every conversation or the hefty GDPR fines awaiti...
Legal & General Investment Management
22nd Feb 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?
21st Feb 2019
Global update: Sterling regains pre-Brexit levels
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...
8th Feb 2018
Schroders | 60 seconds with Jenny Jones on small-cap tech
I’m finding some mispriced growth opportunities within technology which is very tough right now because a lot of areas of technology are commoditising.
24th Jun 2016
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