Questions that are top of mind for investors moving into the next phase of the AI wave.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Trump’s latest semiconductor restrictions are advancing the shift towards AI chip deglobalisation.
Main learnings from NVIDIA’s annual technology conference, a notable market event highlighting the rapid progression of the AI revolution, including the investment opportunities.
What are the benefits of an active fund approach to investing in tech stocks compared to picking individual stocks?
Highlights from NVIDIA’s most recent earnings call and the considerations for investors.
Market concerns around DeepSeek's most recent LLM developments and its implications for investors.
Discussion on the implications of the mega AI infrastructure project on the technology sector.
As the AI tailwind begins to mature in 2025, Alison Porter says investors in technology stocks should recognise that waves are lengthy and be prepared for higher volatility.
Can Big Tech firms sustain their big spending on AI? Portfolio Manager Tom O’Hara argues they can, with potential benefits for European companies.
The latest iteration of a protein-structure prediction model could unlock new drug discoveries. But limitations still exist.
Geopolitical factors have a significant impact on companies, including those that are enabling AI.