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Amazon bailed out by cloud services

The cloud service business continues to grow at pace while the outlook for retail is looking uncomfortable

Brighter outlook for the UK’s banking pariahs

After more than a decade in the investment doghouse, the UK’s unloved high-street banks might finally earn the returns that their market dominance demands

Investors turn away from US growth stocks

Concern over the path of US interest rates has hit technology shares and lockdown winners harder than most

America's monopoly problem

America's tech giants are trading blows in their quest for future expansion, and regulators are watching closely, too

How to find the real value in US shares

The US stock market is the last great frontier for UK investors, and while the cost of trading US shares has fallen to an all-time low, picking the right company is vital as ever

US banks firing on one cylinder

Awkward comparisons with a Covid-afflicted 2020 makes evaluating US banks performance problematic, but momentum appears to be slowing

Calling the bottom for Ashmore

Getting the best value out of Ashmore is always going to test an investor’s ability to time the market

Genus breeds success

Genus isn’t alone in finding emerging markets a hard slog, but the quality remains

Exit the Dragon in 2022?

The long march for Chinese equities will bid to restart in 2022 after a year marred by government interventions and a sickly property market

Avoid becoming an emerging market Turkey

Emerging markets have had their fair share of disaster stories this year, but there are pockets of relative value on offer, too