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Investors maintaining a tech allocation should stay focused on the secular forces behind the sector’s recent impressive financial performance.
Large tech companies face a shifting regulatory and geopolitical landscape; is it possible for potential policy changes to slow the sector’s strong run?
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.
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.
The power of platform businesses and why the trajectory of their corporate models is often misunderstood.
How the COVID-19 pandemic has accelerated the adoption of the digital economy by both businesses and individuals.
Behavioral changes precipitated by the pandemic could help certain companies and sectors emerge from the crisis in a position of relative strength.
Why battery storage will be key to speeding the transition to renewable energy sources, and what it means for investors.
The Global Technology and Innovation Team discusses how digital business models are helping societies cope with the fast-spreading COVID-19 coronavirus.
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.
The importance of uncovering smart, sustainable growth as the trend of Software as a Service (SaaS) evolves.
Portfolio Manager Denny Fish provides an update on the mega themes reshaping the technology landscape in 2020 and beyond.
