Analysis: Is the reign of the magnificent seven under strain?
Poorer than expected earnings, the surprise arrival of DeepSeek and Trump’s tariffs are all putting pressure on the tech giants
Poorer than expected earnings, the surprise arrival of DeepSeek and Trump’s tariffs are all putting pressure on the tech giants
Investors are expecting either a major upswing or a sharp decline, writes Saxo UK’s Dan Squires
Earnings growth for these companies has been outstanding
However, growth versus value argument is not as clear cut as it once was
Valuations are rich but there are reasons to believe further gains are coming
Alex Wright of Fidelity Special Situations and Sarasin & Partners’ Harveer Mata go head to head on the case for UK equities
LGIM’s Emiel van den Heiligenberg weighs in on a key question