As liquidity conditions evolve and profit growth expands globally, opportunities are emerging beyond the Magnificent 7 and other momentum-driven market leaders.
Insights
Amid a fluid market environment, the Research Team continues to focus on opportunities driven by long-term secular themes.
Assessing how the growth drivers for commercial space have evolved and what the SpaceX IPO signals for the industry.
Join us for this CPD-accredited webinar on Tuesday, 21 July, featuring Jon Cofsky, co-sector lead on our Technology team and senior software analyst, alongside Steve Weeple, Client Portfolio Manager for the Global Research Equity strategy. Together, they will provide a timely deep dive into the rapidly evolving software sector amid accelerating AI disruption. The session will explore how companies are adopting AI to drive growth and profitability—and what that means for valuations, performance and future market leadership. It will also examine the broader implications for the technology and equity landscape, including AI capex, monetisation trends, and the key bottlenecks and innovations shaping the next phase of growth.
Investors questioning the scale of AI CapEx or the theme’s durability need only look to extensive supply bottlenecks to assuage concerns.
Nvidia’s quarterly earnings report demonstrates that the artificial intelligence (AI) supercycle is not just progressing but likely accelerating.
With the U.S. market dominated by mega-cap tech companies, investors may be more exposed to tech – and less exposed to healthcare innovation – than they realize.
Aging populations are driving demand for healthcare innovation, while as AI productivity improves, monetisation paths are becoming clearer.
A deep dive into the current state of AI, including the latest advancements, its potential to propel economic growth, and the rise of agentic AI.
The latest quarterly earnings results from Big Tech companies reveal that AI is showing up in growth, not just CapEx spending.
Amazon, Alphabet, Microsoft and Meta’s latest earnings offer insights into the next chapter of AI scale‑up and monetisation.