A higher cost of capital has placed greater emphasis on efficient capital allocation decisions and has created a rich environment for stock picking within the technology sector.
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.
Recent advances in generative AI have driven big returns in many tech stocks this year. The question now is, what’s next?
Thoughts on a changing China and government initiatives towards decarbonisation.
The pitfalls of following the AI hype cycle
China is making advances in technology adoption and enabling sustainability.
While technology is an important aspect of drug discovery, the value of new medicines – and the firms developing them – comes down to the quality of clinical data.
The increasing use of AI has positive implications for the semiconductor sector.
As their markets continue to mature, many leading internet and tech companies will have to balance investing for future growth and profitability.
Why following the evolution of battery technology should be a key consideration for investors.
Despite signs of progress, a pragmatic approach towards investing in the autonomous driving space is warranted.
Implications of the collapse of Silicon Valley Bank for the technology sector.