

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


Computing Evolution: Investing in the Metaverse
Investing in the new digital reality of the metaverse.
Research in Action: FinTech’s Extraordinary Evolution
A discussion about the rapid changes occurring in FinTech, disruption to industry incumbents and opportunities for investors.