Some highlights (timestamped):
Can Tesla really compete with Chinese rivals?
Why does Ark Innovation not own more of the Mag 7?
The implications of AI for the fund
Criticisms of Wood's investment process
Tom Slater of Scottish Mortgage on the latest @IChronicle podcast this week: youtube.com/watch?v=nLM8lp-Z…
Nick Train talks to us about the state of the UK market (and his funds): investorschronicle.co.uk/new…
Some interesting musings from one of the more thoughtful fund buyers xitter.cf/assetallocator_/status…
The latest edition of the Asset Allocator Podcast is out now and this week we've spoken to @simonevancook about his return to multi-asset investing shows.acast.com/93cf156f-10d…
Investment trusts are no magic remedy to the liquidity problems demonstrated by the Woodford fiasco investorschronicle.co.uk/new…
A few challenges down the road for infrastructure investment trusts investorschronicle.co.uk/new…
Coming briefly out of my Twitter slumber to shamelessly plug Asset Allocator's newly made account (memes and all) xitter.cf/assetallocator_/status…
The latest edition of the Asset Allocator email should be hitting inboxes around about now. In which we discuss outflows from UK equities. Sign up here to get this juice straight in your inboxes: ftadviser.com/asset-allocato…
In keeping with the broader (understandable) trend investorschronicle.co.uk/new…
