The Week: Technology troubles?
The technology sector has looked wobbly over the past week. High valuations leave it vulnerable.
Adviser-Hub 5th Feb 2026
The Week: The Mag7: a slow deflation looms
The end of the Mag7 bubble may be a slow deflation rather than a dramatic bang.
Adviser-Hub 29th Jan 2026
Global updates: Is a bubble brewing?
US markets were boosted in July by better-than-expected corporate earnings for the second quarter. In particular, strong earnings from the technology sector – including Microsoft – drov...
Adviser-Hub 11th Aug 2025
Baillie Gifford | Positive Change: rising to the challenge
Lee Qian, manager of the Baillie Gifford Positive Change Fund, explores the progress of portfolio holdings in a changing world from tech giants TSMC and Microsoft to healthcare innovators Dexcom an...
Baillie Gifford 31st Mar 2025
The Week: Merger mania?
Consolidation has been considered a solution to the pressures on the active management industry, but it is not an end in itself.
Adviser-Hub 19th Feb 2020
The Week: The rise and rise of indexation
As index funds smash records, their influence on pricing in global stock markets is increasing. Can active managers put up a credible defense?
Adviser-Hub 8th Jan 2020
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