Investment Outlook

The world is getting fatter and more diabetic. Solving this problem will improve millions of lives and could save us all billions of dollars, argues Rathbones analyst Neil Smith.

As the dust settles from Labour’s first budget in 14 years, Polar Capital’s George Godber and Georgina Hamilton assess its potential impact on the UK economy and the portfolio.

The Magnificent 7 have dominated financial markets for a decade. Storm Uru of Liontrust examines how a new wave of tech companies are stepping into the spotlight, using AI as a transformative force.

Ben Rogoff of Polar Capital explores why artificial intelligence is a rare instance of discontinuous progress with the potential to create a myriad of new markets through emerging applications.

This year’s cyclical upswing in the UK economy is another factor that could pique the interest of equity allocators. J.P. Morgan look at reasons why investors should reconsider prospects for the UK.

After the toughest five years for UK households since the 1950s, signs of improvement have arrived. Rathbone Income Fund equity analyst Keval Thakrar gives the case for British retailers.

George Godber and Georgina Hamilton, Managers of the Polar Capital UK Value Opportunities Fund, explore the growing appetite for UK equities.

Liontrust’s John Husselbee discusses lessons from the market volatility over the summer – was this a sign of a coming market rotation?

Premier Miton’s Anthony Rayner, shares his thoughts on why current savings rates are much less attractive than they might at first appear.