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The ‘optical illusion’ making the S&P 500 look so much healthier than it really is

There is a hidden bifurcation in the S&P 500 that retail investors may not be seeing, but it has private investment manager Neuberger Berman showing a degree of caution.

Tahn Sharpe | 29th May 2023 | More
In the war over AI’s future, the big guns may have already won

Large language models like ChatGPT are part of a long technology continuum driven by Moore’s law, the observation that transistor capacity doubles every two years. To get in on AI’s surging growth, says Munro Partners’ Nick Griffin, investors should focus on the big – and not-so-big – names already poised to come out on top in the “race to shrink”.

Lisa Uhlman | 3rd Apr 2023 | More
“That was probably a mistake”

Warren Buffett is the first to admit that active investors can’t get it right every time, doing so once again at the Berkshire Hathaway (NYSE: BRK.A) annual shareholders meeting last week. The quotes of Buffett are an enigma in themselves, with the man himself suggesting investors adopt an indexed approach, but being among the most…

Drew Meredith | 10th May 2021 | More
  • ETF Securities: FANGs defy rocky market

    In hindsight, March 2nd, 2020, as the world started to get to grips with the scale of the global health emergency that was unfolding in the form of the Covid-19 pandemic, was an inauspicious time to launch a new investment product. In fact, the S&P/ASX 200 Index is down 19% since that day – after…

    Kris Walesby | 13th May 2020 | More