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Professional Investors
Nvidia, Tesla, and the risk of overhyped technology stocks
Nvidia, Tesla, and the risk of overhyped technology stocks
Is the AI stock rally the next big market bubble?
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Professional Investors
Growth that endures: Investing beyond the headlines
Growth that endures: Investing beyond the headlines
Beyond the headlines and short-term trends, the Baillie Gifford Managed Fund focuses on fundamental analysis...
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Professional Investors
Are mega-cap tech stocks finally priced for long-term investors?
Are mega-cap tech stocks finally priced for long-term investors?
Are the Magnificent Seven finally offering value after their recent market decline?
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Professional Investors
Beyond the obvious: Where to find quality stocks
Beyond the obvious: Where to find quality stocks
Quality investing isn’t just about strong financials—it’s about resilience and competitive edge.
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The unseen risks of passive investing in today's market
The unseen risks of passive investing in today's market
Is passive investing still the best strategy in a world of rising inflation, macroeconomic instability,...
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UK banking stocks: weighing the investment case after earnings
UK banking stocks: weighing the investment case after earnings
Are UK bank stocks still an attractive opportunity after their strong earnings performance?
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Analysing the potential catalysts for a US market turnaround
Analysing the potential catalysts for a US market turnaround
Are US stocks on the verge of breaking free from their stagnant holding pattern?
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Professional Investors
Powering the future: the US grid's transformation and investment potential
Powering the future: the US grid's transformation and investment potential
How is the US power sector adapting to soaring electricity demand, and what does it mean for investors?...
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Midcaps and defence stocks rally after Conservative win in Germany
Midcaps and defence stocks rally after Conservative win in Germany
Could Germany’s Conservative win spark a lasting rally in midcaps and defence stocks?
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Balancing growth and valuation in Indian equities
Balancing growth and valuation in Indian equities
Is India’s strong economic growth enough to justify its high equity valuations?
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Professional Investors
US tariffs hit alcohol stocks: is the sector still investable?
US tariffs hit alcohol stocks: is the sector still investable?
How will looming US tariffs impact alcohol stocks, and are they still a long-term investment opportunity?...
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Professional Investors
Trump's executive orders: what they mean for markets in 2025
Trump's executive orders: what they mean for markets in 2025
How could Trump’s return and executive orders reshape the economic and investment landscape in 2025?...
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