As government bond yields have been rising, investors have re-embraced the comfort blanket of AI stocks. However, there is an increasing sense that a lot is resting on the success of AI adoption – and that may not be a slam-dunk. There are a number of global fund managers actively seeking out alternative sources of […]

Interview with Tye Bousada from EdgePoint Techtronic is a leading manufacturer of power tools and equipment, with well-known brands including Milwaukee, Ryobi and Hoover. EdgePoint’s Tye Bousada believes the company is well positioned to benefit from the shift from corded to cordless tools, where it is the market leader, while its focus on specialist, efficiency-enhancing […]

<p>The year to June was a ‘challenging’ period for JPMorgan Global Growth &#38; Income (LON:JGGI), according to chairman James Macpherson. Nevertheless, the board remains confident in the investment strategy, having beaten the benchmark in eight of the last 10 years. A ‘challenging’ year For the year to June, JGGI posted a 16.7% NAV (net asset [...]</p>
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