amazon

Expert Insights
Livewire Exclusive

Retail has seen more tech casualties than most sectors, however some investors are now seeing value emerging in ‘oversold’ names. However, Eileen Riley, Co-Portfolio Manager at US-based Loomis Sayles explains to us in this short video why she disagrees and won’t invest in traditional retail at all. She nominates the... Show More

Opinion
Marcus Tuck

Bloomberg keeps a regularly updated list of the world's wealthiest billionaires on their website. The current Top 10 can be seen below. What is interesting besides the sheer scale of the numbers, is the dominant influence of technology companies. They are responsible for 6 of the Top 10 fortunes, specifically... Show More

Alex Cowie

ARK Invest has just published a great podcast with the one and only Elon Musk. Interviewed by Cathie Wood and Tasha Keeney, Elon set the scene by agreeing with their aggressive projections for EV sales to increase 20-fold in the next 5 years, which would represent about a third of... Show More

Expert Insights
Livewire Exclusive

Fund managers and CEOs around the world have been adjusting their estimates and guidance in the wake of the recent volatility. As defensive stocks have come back to the fore, and growth stocks have sold off, this has created an unexpected situation: based on EBITDA multiples, Amazon is currently cheaper... Show More

Macro
Aberdeen Standard Investments

Paypal founder Peter Thiel predicted in his 2014 Wall Street Journal essay ‘Competition is for losers’ that Silicon Valley would become the centre of the global economy. He claimed that by operating under a set of rules that involve little competition or regulation, his own company, along with the likes... Show More

Fund Manager Q&A
Patrick Poke

As volatility has picked up in recent months, many investors who thought they were protected in a down-market have quickly discovered otherwise. Asset consultants have discussed the value of finding genuinely uncorrelated returns, while also acknowledging the difficulty of finding them. Show More