Browsing: Research
Artificial intelligence is transforming industries worldwide, creating opportunities for investors but also raising questions about valuations, competition and financial sustainability.…
How to invest in semiconductor stocks is becoming an increasingly important question for UK investors as AI, datacentres and advanced…
Semiconductor stocks have staged a sharp rebound this week after the summer sell-off, with Intel (NASDAQ:INTC) and Advanced Micro Devices…
Initiation of coverage Price: 316p Net assets: £390 million Dividend yield: 6.0% Benchmark: FTSE All Share index Dunedin Income Growth…
The AI investment story has been built around a simple assumption: as artificial intelligence becomes more capable, demand for computing…
India has been one of the world’s best-performing major equity markets over the past decade, supported by strong GDP growth,…
The AI investment theme has gone from market darling to market concern in just a few weeks. Semiconductor shares have…
Chinese equities have gone through an extraordinary boom-bust-recovery cycle. Regulatory crackdowns, the property crisis, weak consumer confidence and geopolitical tensions…
Credo Technology (NASDAQ:CRDO) has emerged as one of the fastest-growing semiconductor infrastructure companies benefiting from the artificial-intelligence investment boom. Rather…
Initiation of coverage 315p Net assets: ~£2.06 billion Dividend yield: ~3.5% Benchmark: MSCI ACWI High Dividend Yield in GBP Murray…












