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.
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.
China is making advances in technology adoption and enabling sustainability.
The increasing use of AI has positive implications for the semiconductor sector.
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.
Silicon Valley Bank’s misfortunes, in our view, are not indicative of a systemic issue with the U.S. banking system.