PA Fund Manager Profile: Baillie Gifford’s Gibson prepares for new era of US growth
A reset in higher-growth companies and the addition of private equities promises better times ahead for the US Growth Trust, says Baillie Gifford’s Kirsty Gibson
A reset in higher-growth companies and the addition of private equities promises better times ahead for the US Growth Trust, says Baillie Gifford’s Kirsty Gibson
The manager of the £3.6bn Rathbone Global Opportunities fund reflects over his 20 years of running the portfolio
As the Fed’s tightening cycle draws to a close causing the dollar to decline, could a subsequent S&P 500 concentration risk drive investors across the pond in search of opportunities?
While most global investors are struggling to look past mega-cap tech stocks, there is growing consensus more exciting sectors on more compelling valuations can be found
Premier Miton US Opportunities co-manager explains how a focus on the less glamorous side of the American market is such a compelling offering in today’s climate
Following a lacklustre set of Q3 results, are technology stocks finally losing their sheen?
Expect to see exponential growth from what is still a low base in AI
Algorithms already dominate our lives, from video streaming to shopping recommendations
Morningstar’s Mark Murray discusses picking today’s winners in the world of AI
Given high valuations relative to peers, fund managers give their views on the prospects for US equities over the medium-to-long term
Will become ‘more active’ in selling companies investing outside a core franchise
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic