Charts from fund managers
The charts fund managers put in their letters and research, sorted by subject. Each one is credited to the firm that made it.
Hyperscaler capex 2023 to 2028 consensus
Source: Seilern Investment Management · Buy Now, Expense Later
S&P 500 EPS Growth Contribution by Segment
Source: Seilern Investment Management · Buy Now, Expense Later
Hyperscaler capex contribution to S&P 500 EPS growth
Source: Seilern Investment Management · Buy Now, Expense Later
Disney Operating Income by Segment, TTM to Jun 2026
Source: PM Capital · Walt Disney
Walt Disney Share Price, 2006-2026
Source: PM Capital · Walt Disney
Global Data Center Energy Use, 2025 vs 2030
Source: Global X Management Company · Data Centers in Space: The Opportunity Is Real
Data Center Operating Cost Breakdown
Source: Global X Management Company · Data Centers in Space: The Opportunity Is Real
Solar Panel Output on Earth Versus in Space
Source: Global X Management Company · Data Centers in Space: The Opportunity Is Real
Low Earth Orbit Launch Costs Decline
Source: Global X Management Company · Data Centers in Space: The Opportunity Is Real
Annualized AI Compute Costs: Terrestrial vs Orbital
Source: Global X Management Company · Data Centers in Space: The Opportunity Is Real
AI Revenue, Depreciation and CapEx Projections to 2032
Source: Global X Management Company · AI Monetization Is Reinforcing the Infrastructure Buildout
AI Labs Revenue Growth Since Commercial Launch
Source: Global X Management Company · AI Monetization Is Reinforcing the Infrastructure Buildout
Hyperscaler Remaining Performance Obligations Backlogs
Source: Global X Management Company · AI Monetization Is Reinforcing the Infrastructure Buildout
Hyperscaler capex versus telecom and big oil peaks
Source: Global X Management Company · AI Monetization Is Reinforcing the Infrastructure Buildout
AI Server Cost Split: GB300 vs VR200
Source: Global X Management Company · AI Monetization Is Reinforcing the Infrastructure Buildout
Capture price and arbitrage revenue change vs fossil share
European Renewable Power Revenue per MW by Technology
China residential property price indices, primary vs secondary
Source: Liontrust · Q3 2026 letter
Dividend increases and decreases across global equities
Source: Liontrust · Q3 2026 letter
Global Corporate Buyback Announcements by Quarter
Source: Liontrust · Q3 2026 letter
Bond Returns Under 1% Rate Rise or Fall
S&P 500 Equal Weight vs Cap Weight Ratio
Source: W1M Asset Management · Market Perspectives October 2026
Nominal GDP growth for US, Euro Area, UK, Japan
Source: Sarasin & Partners · Do bonds still have a role in global portfolios?
UK and French 10-year government bond yields
Source: Sarasin & Partners · Do bonds still have a role in global portfolios?