technology stocks

The digital transformation of the enterprise is a long-term trend which is now accelerating as a direct consequence of the COVID-19 pandemic. Privileged business...

Companies developing products for massive end markets are one of the hottest vectors of opportunity in the market right now. The idea is simple: develop a product or...

Who doesn’t adore the so-called “Comeback Kings”? These are companies that were stuck in a miserable rut and written-off by the market… only to then soar back to...

If there's any sweet spot for a growth investor to be in, it's within an industry booming due to a structural shift in demand for a given product or service. However,...

Increasing competition Since the GFC, global economic growth has been weak, particularly across the developed world, and this is a trend which we expect to...