AI isn’t just reshaping Silicon Valley — it’s quietly redefining the FTSE 100. Morningstar’s latest analysis reveals how some of the UK’s most established sectors — from banks and insurers to data‑driven giants like LSEG, RELX and Experian — may be surprise beneficiaries of the AI revolution. As investors look beyond the usual tech names, this piece offers a sharp look at why “HALO” stocks and even previously AI‑exposed companies could be poised for renewed strength. A worth

Anna MacDonald brings a clear-eyed, market-focused perspective to the Spring Statement, highlighting how the chancellor’s cautious tone and muted growth forecasts land with investors. Her comments cut through the political framing to assess what the numbers really signal for the UK economy, inflation trajectory, and business confidence. By grounding her analysis in both macroeconomic realities and the practical concerns of companies and consumers, she offers a measured counte

In a year defined by political noise and shifting policy landscapes, this FT Adviser piece offers a refreshing reminder: long‑term opportunity doesn’t stop at national borders. Anna Macdonald reflects on global growth themes, the importance of looking beyond domestic politics, and why investors benefit from keeping their focus outward rather than inward. It’s a thoughtful perspective on navigating uncertainty while staying anchored to the bigger picture — a valuable read for

Anna Macdonald, Investment Manager at Aubrey Capital Management, shares her thoughts in this Forbes piece exploring the implications of...

The fund manager will take on a new role two doors down from her old Amati colleagues on Edinburgh’s Coates Crescent. Anna Macdonald has...