The curtain is about to come down on the US quarterly earnings season. As we wrote last week, for the most part companies have impressed ? with the caveat that Nvidia (NVDA:NASDAQ) will provide a pretty big full stop on proceedings next week (you can read more on what to expect here). The beats we have seen potentially reflect the impact of analysts attempting the complicated task of gauging...

Once again the big US tech names have been a significant driver of returns in the technology sector and the wider markets in 2025. This has not applied across the board, but certainly the likes of Nvidia (NVDA:NASDAQ) and Microsoft (MSFT :NASDAQ) have been to the fore. Which makes it all the more impressive that Allianz Technology Trust (ATT) has been able to outperform despite effectively...

Defensives hold up in sell-offNew appetite for growth stocksBanks unable to shake off lossesAs the dust settles from the three-day 'Liberation Day'-inspired sell-off, the list of winners and losers makes for interesting reading.Not everything which held up during the market meltdown is being sold off, and not everything which racked up big losses is rebounding, unlike in previous recoveries,...

Investing in tech stocks has been making money for ordinary investors for years. Since the internet emerged in the early 1990s, the broadly drawn tech space has consistently delivered market-beating growth in revenues and profits and dominated share price returns.It is no coincidence that aside from Warren Buffett's Berkshire Hathaway (BRK.B:NYSE), all of the trillion-dollar companies...

Allianz Technology Trust (ATT) 431pMarket cap: £1.63 billionBig technology stocks have dominated growth for more than a decade yet one of the valuable lessons to come out of recent DeepSeek developments is that financial markets are not a one-way street, and key tech stocks don't always go up.Less experienced investors may not realise it, but such shake-outs are not rare, and volatility is...

AI continues to drive revenue growthSales up nearly 32% year-to-dateStock has nearly doubled this yearAI demand continues to power chip sales for TSMC (TSM:NYSE), the world's biggest contract chipmaker, which clocked a sharp year-on-year increase in revenue through November, even if growth slowed a little from October.TSMC's net revenue rose 34% to T$276.06 billion (approximately $8.52...

In last week's magazine, Shares focused on the methods by which leading fund managers identify genuine long-term growth opportunities, covering everything from the need for a growth mindset to bottom-up stock picking and the need to factor in top-down considerations.Now we turn the spotlight on the regional markets, themes and stocks which have some of the market's most admired investors...

Identifying genuine growth stories is not easy but can be extremely rewarding. Nvidia (NVDA:NASDAQ) may be the ultimate growth stock example now but who was flagging its potential 10 years ago when revenue and profit was just a fraction of what it is today and when the widespread application of AI was still restricted to think pieces in periodicals. Some did catch on early and would have...

Pretty much all investors are tech investors. Whether you like the space or not, it is almost impossible to avoid owning exposure to the technology sector. More than a few analysts have referred to tech as a utility, as vital to modern everyday life as water, electricity, steel, and oil.For example, of the top 10 holdings of the £60.4 billion iShares Core MSCI World ETF (SWDA) ? the biggest...

Funds can often be in vogue with investors thanks to a big-name manager or a past reputation, but just how well-earned is the popularity of the UK's most popular funds and investment trusts?In this article we've taken a look at the performance of a select group of funds which regularly feature among the most bought and most widely-held in the market to judge whether they are truly delivering...

Investment trusts beat stocksTech trusts lead the gainersSeraphim Space in first placeIn an interesting turn of events, after a couple of years 'in the wilderness', investments trusts seem to have come back into favour as an asset class this year according to data from the AIC (Association of Investment Companies).In the six months to the end of June, the average trust returned 8% compared...

A big question facing growth-oriented investors is whether the popular investment style can regain its mojo and get back to winning ways in a world of high interest rates.Despite a strong recent rally which has seen the technology heavy Nasdaq Composite rise 14% over the last six months, growth stocks have struggled relative to value over the last three years.The arrival of Pfizer?s (PFE:NYSE)...

It can be hard to look past day-to-day cares and worries and give proper thought to achieving a financially comfortable retirement. However, if you want to enjoy a decent quality of life after you bring your career to a close then you must devote more attention to your pension.Investment trusts, held within a SIPP (self-invested personal pension), can be a useful vehicle to help you achieve...

It has not been an easy decade to be a fund manager. Brexit, a global pandemic, the largest war in Europe for a generation and an inflation crisis have punctuated a 10-year period which has seen significant market volatility. However, steering investors' money through difficult waters is how a good fund manager earns their corn.Using FE Analytics' platform, Shares has crunched the numbers to...