Say hello to ‘Bye America!’: Three trades to navigate U.S. Big Tech disruption
[ad_1] A portfolio manager at Julius Baer has sketched out trades for investors looking to dial down their exposure to U.S. AI as investors cool on the sector. “There’s a lot of disruption in the U.S. at the moment,” Tom Watts told CNBC’s “Squawk Box Europe” Tuesday. “It comes in three stages how you can […]
CNBC’s UK Exchange newsletter: Compass shifts its trading to dollars — and it might not be the last
[ad_1] This report is from this week’s CNBC’s UK Exchange newsletter. Like what you see? You can subscribe here. The dispatch Compass is that rare beast — a British company that is a genuine world leader in its field. The world’s biggest contract caterer, which annually serves 5.5 billion meals in schools, colleges, workplaces, hospitals and sporting venues in more than […]