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AI

Hyperscalers or just hype? How to build your AI watchlist

Picking your way through a blanket ‘AI-trade’ has become that much trickier; two top fund managers share their views

  • Giulietta Talevi
6 min read
Tesla PIcture: Strangelove: Vecteezy/Chanaka Dilshan/Rawpixel/Currency collage
MAGNIFICENT 7

How I learned to stop worrying and love not owning Tesla

With no fundamentals to support its volatile price moves, Tesla has moved from magnificent to solid meme-stock status

  • Fazila Manjoo
3 min read
Wall Street. Image: Currency
DONALD TRUMP

Is the ‘US exceptionalism’ trade over?

The US market has fallen out of bed with a thud thanks to Trump’s on-off tariffs. Is now the time to switch out of US equities into Europe or South Africa?

  • Giulietta Talevi
8 min read