For Institutional Investors in the US

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Global Tech Sector Navigates a Year of Transition

Global Tech Sector Navigates a Year of Transition

The technology sector is adjusting to an era of higher discount rates and certain segments becoming more exposed to undulations in the broader economy.

Assessing Inflation – Technology: The Pivotal Role of Semiconductors
Inflation Technology

Assessing Inflation – Technology: The Pivotal Role of Semiconductors

How select sectors are being impacted by rising prices and what it means for both company profitability and the health of the economy.

Investing in the “Local for Local” Economy
Inflation Technology

Investing in the “Local for Local” Economy

As supply chain troubles persist, more companies are considering reshoring operations – and looking to technology to make the transition possible.

Research in Action: Tech’s Mega Themes Show No Signs of Slowing

Research in Action: Tech’s Mega Themes Show No Signs of Slowing

Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.

Global Technology: Taking Volatility in Stride
Technology Volatility

Global Technology: Taking Volatility in Stride

Recent volatility says little about the tech sector’s intact ability to reshape the global economy.

Computing Evolution: Investing in the Metaverse
Technology

Computing Evolution: Investing in the Metaverse

Investing in the new digital reality of the metaverse.

Research in Action: FinTech’s Extraordinary Evolution
Technology

Research in Action: FinTech’s Extraordinary Evolution

A discussion about the rapid changes occurring in FinTech, disruption to industry incumbents and opportunities for investors.