AI hyperscalers: recalibration or burst bubble?

Andrew Mann asks whether we are witnessing the beginning of a more serious correction in AI stocks, or simply a necessary pause after a period of rapid growth.

Special Report from tech CEO Summit

JM Finn’s view on the 2025 All-In Summit convention of Silicon Valley leaders.

UK government borrowing at a 27-year high

With the announcement of a late November Budget, will Keir Starmer follow Mark Carney’s advice to reduce the tax burden on Britain’s middle classes? Unlikely, says Investment Director Andrew Mann.