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Q: Presuming that the price of steel goes up with tariffs, outside of the steel industry itself, what sectors and specific companies lose out here? Thank-you.

Upvote 4

Read Answer Asked by Alex on February 11, 2025

• United Rentals Inc. (URI)
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Q: I'm down a bit on HPS.A and would like your opinion on topping it up or selling and buying URI in its place?
Thank you

Upvote 5

Read Answer Asked by Lyle on February 06, 2025

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Q: Good evening 5i Team,

If I were to scale back my positions in chip makers and AI related companies, would you please recommend a sector or sectors and your choice of companies to migrate into.

Thanks,
H

Upvote 25

Read Answer Asked by Harry on January 30, 2025