magnificent seven

There may be valuation concerns around The Magnificent Seven, but there’s no reason value investors can’t still get exposure to the AI-boom.

Patience is widely understood to be a virtue in investing. Many clients and investment committees pride themselves on their willingness to stick with high-conviction...

Two investors share whether they believe this AI narrative will ever see a stumbling block.

In January, Microsoft joined Apple in achieving a $3 trillion valuation.

What might next year bring?

Its valuation is unappealing and it’s extremely top-heavy. If these variables revert to historical means, investors will sustain losses.