BNY Mellon IM’s conversion; Elusive libertarian investing dream; Eastspring and Vontobel on tariffs; Wisdom of Larry Fink; Has the EU finally seen sense? Price of admission and much more.

BNY Mellon IM’s conversion; Elusive libertarian investing dream; Eastspring and Vontobel on tariffs; Wisdom of Larry Fink; Has the EU finally seen sense? Price of admission and much more.
Poorer than expected earnings, the surprise arrival of DeepSeek and Trump’s tariffs are all putting pressure on the tech giants.
Merry Christmas! The Year in Funds; Nuclear; Mag-7; Small Caps; Robotics; Bitcoin; Large Cap Growth; US Manufacturing; AI; Big Data; Lithium Batteries; Emerging Markets; Warfare and much more.
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year.
M&G’s positive outlook; Wisdom from Schroders’s podcast; Alliance Bernstein on the power of curiosity; Janus Henderson on responsible AI; China’s retirement revolution; Apple and much more.
Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks.
FSA highlights five global equity funds with top ranked performance year-to-date after outperforming in 2023.
Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question.
Leveraging the world, the utter tediousness of feedback, BlackRock’s large-cap ETF, Pictet thinks about innovation vs design, lies and damned lies from Fed’s Powell, a personal departure and much more.
Asian equity funds may now lose the headwind of China, and gain the tailwind of the technology cycle.
Part of the Mark Allen Group.