How investors can navigate growth opportunities and electricity bottlenecks as data centers proliferate.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
nVIDIA's Blackwell chip launch and how technology and property companies are partnering to enable and benefit from genAI demand.
Explaining the impact of an allocation to technology stocks on a portfolio.
How investors can capitalize on a powerful secular growth opportunity: the electrification of the economy.
Beyond the Magnificent Seven, many non-U.S. tech companies appear well positioned to benefit from the explosive growth of artificial intelligence.
NVIDIA’s latest earnings announcement and the factors supporting more sustainable returns for the company.
Mega-cap tech has dominated recent market performance, but conditions point to a potential broadening of market returns.
Autonomous driving technology is now reaching an important inflection point for wider adoption.
As initial enthusiasm for AI subsides, investors will need to focus on identifying practical applications and other sources of durable growth.
The dominant themes, opportunities, and risks we expect will shape the technology sector in 2024 and beyond.
Alison Porter highlights the importance of navigating the return of the cost of capital and hype surrounding AI in her 2024 outlook.