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The war dividend: how to invest in defence stocks
Western governments are back on a war footing. Investors should be prepared, too, says Jamie Ward
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Literacy Capital: Great returns fund a good cause
There’s plenty to like about specialist private-equity trust Literacy Capital, says Max King
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An AI bust could hit private credit
Opinion Private credit is playing a key role in funding data centres. It may be the first to take the hit if the AI boom ends, says Cris Sholto Heaton
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Is the AI boom a bubble – and will it burst?
Massive spending on AI infrastructure is starting to spook investors, but experts say the bubble doesn’t look like bursting yet
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Nvidia’s shares rise on Trump’s China chip concession
The lucrative Chinese market may be back in play for Nvidia as Donald Trump signals H200 chip exports could be permitted
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Leading European companies offer long-term growth
Opinion Alexander Darwall, lead portfolio manager, European Opportunities Trust, picks three European companies where he'd put his money
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How to harness the power of dividends
Dividends went out of style in the pandemic. It’s great to see them back, says Rupert Hargreaves
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Why Trustpilot is a stock to watch for e-commerce exposure
Trustpilot has built a defensible position in one of the most critical areas of the internet: the infrastructure of trust, says Jamie Ward
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The reinvention of the high street – and how to invest
The high street brands that can make shopping and leisure an enjoyable experience will thrive, says Maryam Cockar
