30th January 2025
AXA IM: Postcard from Davos
The US President’s speech in Davos may have embodied “Peak Trump”. With the European response still hindered by internal difficulties, the ECB, as usual, will have to provide a “bridge”
The US President’s speech in Davos may have embodied “Peak Trump”. With the European response still hindered by internal difficulties, the ECB, as usual, will have to provide a “bridge”
Investment Specialist Chloé Darling-Stewart discusses SpaceX’s landmark IPO, why we sold Tesla after 13 years, and where we see new opportunities as AI reshapes demand for power.
ASML CEO Christophe Fouquet tells Scottish Mortgage manager Lawrence Burns why, without the firm's extreme ultraviolet (EUV) technology, there would be no AI.
Investment specialist Barry Templeton gives an update on the Managed Fund covering Q2 2026.
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