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“Follow the Money”: Stephen Yiu’s strategy for the AI eraFollowing the money across the three sources of spending – consumer, business, and government – Blue Whale Growth Fund manager Stephen Yiu shares his strategy.
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The overlooked opportunities in emerging marketsEmerging Europe, the Middle East, and Africa offer investors something to be excited about, says Adnan El-Araby, from Barings Emerging EMEA Opportunities Trust.
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Can the commodities ‘supercycle’ protect your portfolio?We are on the verge of a new commodity supercycle and the asset class is an essential diversifier, Evy Hambro, co-manager, BlackRock World Mining Trust, says.
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‘A wealth tax would be devastating for UK businesses’Richard Harpin, who sold HomeServe for £4 billion, has urged Labour to avoid further tax rises and instead reward risk-takers to help the UK thrive.
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Are we in a new space race?From solar farms to nuclear batteries and satellite systems, there’s plenty going on in space to excite investors, says Mark Boggett from Seraphim Space
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Will AI safety concerns hinder spending?Podcast Hacks by AI agents have dominated the news in recent weeks, but despite the bad press, there are still opportunities in the AI boom, says Jessica Inskip.
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Could ageing infrastructure offer investors opportunities?A rise in the need to power major economies is opening up opportunities for investors, according to the manager of an investment trust.
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Has China taken the lead on AI?Podcast A lot of negative things can be said about China’s economy, but there are still pockets of value to be found by investors.
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How Japan beat deflation and cleaned up corporate governancePodcast Japan had long been plagued by deflation and poor economic growth. Now, deflation has been conquered and Japanese firms are finally listening to shareholders.
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