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Long-Term View Best Tonic for Digesting Tech Sector Volatility
Technology Volatility

Long-Term View Best Tonic for Digesting Tech Sector Volatility

Investors maintaining a tech allocation should stay focused on the secular forces behind the sector’s recent impressive financial performance.

The Regulatory and Policy Landscape for Big Tech

The Regulatory and Policy Landscape for Big Tech

Large tech companies face a shifting regulatory and geopolitical landscape; is it possible for potential policy changes to slow the sector’s strong run?

Is There a Market Beyond Tech?
Coronavirus Technology

Is There a Market Beyond Tech?

Market gains have been concentrated in large-cap tech stocks in 2020. But many other companies are adapting to a digital-first economy and/or have solid fundamentals.

For Some Tech Giants, Innovation No Longer a Dilemma
Technology

For Some Tech Giants, Innovation No Longer a Dilemma

With data and networks acting as valuable currency, today’s leading tech companies appear better positioned to maintain their innovative edge than previous generations of tech titans.

Platform Businesses: The Misunderstood Powerhouses of Innovation
Technology

Platform Businesses: The Misunderstood Powerhouses of Innovation

The power of platform businesses and why the trajectory of their corporate models is often misunderstood.

Examining the Tech Sector through the Pandemic – and Beyond
Coronavirus Technology

Examining the Tech Sector through the Pandemic – and Beyond

How the COVID-19 pandemic has accelerated the adoption of the digital economy by both businesses and individuals.

How the Crisis Could Solidify Long-Term Investment Themes

How the Crisis Could Solidify Long-Term Investment Themes

Behavioral changes precipitated by the pandemic could help certain companies and sectors emerge from the crisis in a position of relative strength.

Battery Storage Solutions Key to Renewable Energy Transition

Battery Storage Solutions Key to Renewable Energy Transition

Why battery storage will be key to speeding the transition to renewable energy sources, and what it means for investors.

Leveraging the Digital Economy to Navigate COVID-19
Coronavirus Technology

Leveraging the Digital Economy to Navigate COVID-19

The Global Technology and Innovation Team discusses how digital business models are helping societies cope with the fast-spreading COVID-19 coronavirus.

A Cross-Sector View of Coronavirus Impacts

A Cross-Sector View of Coronavirus Impacts

In this series of videos, our research analysts discuss how the coronavirus could affect various sectors and what investors should be considering amid rising volatility.

Finding Smart Growth in SaaS
Growth Equities Technology

Finding Smart Growth in SaaS

The importance of uncovering smart, sustainable growth as the trend of Software as a Service (SaaS) evolves.