Could a wild week have turned the hyperscaler momentum?
6 July 2026
From AI-driven growth to bond market risks, David Coombs, Fund Manager of Rathbone Multi-Asset Portfolios, outlines their latest investment decisions and market outlook. Stock markets have done pretty well so far this year. But in reality, the rally has been overwhelmingly driven by a handful of mega-cap hyperscalers and AI enablers – the companies...
