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Portfolio manager Alison Porter discusses the concept of the metaverse, its evolution and revolution and the significance for investors.
Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.
Key findings from a study exploring the relationship between environmental, social and governance (ESG) factors and tech company valuations.
Recent volatility says little about the tech sector’s intact ability to reshape the global economy.
Investing in the new digital reality of the metaverse.
Technology plays a pivotal role in the transition towards a more sustainable world. Portfolio manager Richard Clode explores these themes and the investment opportunities.
As the global economy normalises, tech stocks could benefit from a convergence of secular and cyclical forces.
Technology is the science of solving problems, which is creating compelling opportunities, according to the Global Technology Leaders Team.
Data security is a large and impactful social issue. The Global Technology Leaders Team examines the rising threat landscape and the cybersecurity industry’s solutions to this global challenge.
While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the future trajectory of emerging markets on more stable footing, Daniel Graña and Matt Culley argue.
With crosscurrents roiling the tech sector, it’s important to keep strong financial performance and the power of secular themes in mind.
Portfolio Manager Denny Fish and analyst Shaon Baqui posit that semiconductor producers face an uphill battle in meeting rising demand for chips as the digitization of the global economy accelerates.