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Active Thinking
Active Thinking: Keeping our AIs on the prize
08 July 2024

Amid ongoing investor fervour for artificial intelligence (AI) stocks, Wendy Chen discusses her key takeaways from the COMPUTEX Taipei IT trade show, and shares her take on how the latest tech developments square with elevated valuations across the sector.

Investment Blog
Labour wins landslide victory in UK election
5 July 2024

As expected, the new centre-left government replaces the Conservatives after 14 years in office.

Investment Opinions
Euro SMIDs - Are they unusually cheap versus the rest of the market?
04 July 2024

With many of the market’s biggest names powering the rally in European equities, there has been much talk over recent weeks about whether European small and mid-caps look cheap compared to their large peers. Niall Gallagher analyses the long-term structural factors at play, suggesting that, while SMIDs are attractively valued, they really are no cheaper than their larger counterparts.