Many hot trends have been turned into equity portfolios. But fads aren’t investing themes and may be flawed as standalone investments.
Today’s technology boom is being driven by real efficiency gains, which is why we think comparisons with the dot-com bubble are misguided.
Technological turning points in the past have taught important lessons about how to identify long-term winners from transformative innovation.
ChatGPT has ignited the world’s imagination about the power of artificial intelligence (AI).
Technology stocks have been pummeled this year, leading some investors to question the sector’s future.
Inflation and rising interest rates have prompted many equity investors to reconsider technology and high-growth companies. But this inflationary environment is different, and so are the companies best poised to rise above it.
Low interest rates and massive stimulus-fueled debt raise investor concerns about potential long-term fallout. But when the cost of capital is this low, it revs up funding for innovation that ultimately fills the pipeline with robust opportunities, especially in technology.
As technology stocks of all shapes continue to surge, many investors are questioning whether they’re now overpriced. But even at high valuations, we think the tech landscape is still dotted with long-term growth potential.
As the coronavirus crisis reinforces technology’s fundamental role in our lives, investors can find sources of risk reduction and growth potential in companies that have become digital utilities enabling global networks.
As China steps up efforts to achieve technological independence, there may be a silver lining for some global companies in the sector.
As big tech and media companies face growing concern about the power of their businesses, more questions about environmental, social and governance (ESG) issues are likely to be raised. Social and governance issues deserve greater attention amid increasing regulatory scrutiny of industry giants.
US state attorneys general recently stepped up their scrutiny of big tech’s business practices. With corporate mammoths likely to be in the crosshairs of regulators for some time, equity investors should consider looking beyond the titans for opportunities in the sector.
No one organization is responsible for the advancement of women, and that means every organization is. Women’s empowerment starts with education. It continues with the ability to earn an equitable living, especially in fields where women are underrepresented, and crests with women playing leadership roles at work or owning their own businesses.
