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Market Wraps
digital technology
Latest news and analysis on digital technology
Equities
July 20, 2020 11:06
Will Spotify be a long-term winner?
We believe Spotify (NYSE: SPOT) is an attractive investment opportunity because it commands an improving leadership position in the structurally growing, global...
Andrew Macken
Montaka Global Investments
July 20, 2020 11:06
Equities
January 17, 2020 12:23
Digitisation of everything
In 2019 the world spent roughly 5% of global GDP or $4 trillion on technology. By 2030, this is expected to double to more than 10% of GDP or an estimated $14...
Lachlan Hughes
Swell Asset Management
January 17, 2020 12:23
Equities
June 28, 2019 16:52
Spotlight on GBST Holdings
GBST Holdings (ASX: GBT) is a software company that provides information technology services to the capital market and wealth management sectors. This week, Bravura...
GBT
GBST HOLDINGS LIMITED
ASX:GBT
Followed by
3
people
GBT
GBST HOLDINGS LIMITED
ASX:GBT
Followed by
3
people
Tobias Yao
Wilson Asset Management
June 28, 2019 16:52
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Equities
May 16, 2019 13:18
As the moat gets wider the profits get larger
In the past 15 years, the share of US jobs that require high levels of technical and digital capability has increased more than 4x, to 25%. Salaries of these workers...
Charlie Aitken
Aitken Investment Management
May 16, 2019 13:18
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