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Is the future of equities in the Old World?
21 May 2025The US has been the king of equities for a long time - but recent policy has made that crown unsteady. Is Europe about to accede?
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Are the Magnificent Seven the only tech game in town?
22 January 2025AllianzGI's CIO global technology equity, Jeremy Gleeson, discusses the broadening out of tech investments in 2025, why early disappointments are to be expected, and the semiconductor cycle turning point
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Q2 2024 dominated by three themes, LV= CIO says
20 August 2024"In almost seamless continuation from Q1," Adam Ruddle notes
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AI is not an "early-stage" investment, M&G says: it's mainstream
07 February 2024M&G's Global AI Themes Fund, unveiled last month, has already started investing in companies such as Netflix and nVidia