technology sector

AI infrastructure is reshaping the ASX. The margin concentrates in contractors and distributors, not the asset owners.

Rate hikes don't hit every sector equally. The analytical work is identifying which businesses are insulated before the market reprices.

Over periods up to 10 years, tech doesn’t reliably outperform coal, gas and oil – and over longer terms tech usually underperforms energy.

Cybercrime has dominated the headlines for the past few weeks. Most Australians were hit by the recent Optus breach or knew someone who was. Barely a week later,...

Theme 1 Reflate the economy As share markets crashed across the globe in March and April, central bankers reduced interest rates and Governments expanded their balance...

It was risk on again last week in global markets as seemingly encouraging COVID-19 vaccine trials got investors excited early on, before experts started to raise...

Nearmap (ASX: NEA) is an Australian software business that specialises in mapping, aerial imagery and location data services. This week, NEA reaffirmed its earnings...

2018 has been a fascinating year so far with many different cross-currents running through markets. We have seen central banks hiking, just as Governments look to...