technology

Internet companies have gone from strength to strength, dramatically outperforming the broader market year-to-date. We believe that these companies have room for...

Driven by what has been often characterised as the Fourth Industrial Revolution, the technology sector has led global equity markets in recent years as the powerful...

Search queries for exchange-traded funds (ETF) have exploded in 2020, especially on the back of COVID-19. The number of people seeking information on Google for this...

The scale of connectivity unlocked by the global tech titans is unprecedented. The breadth, depth and access created by the top seven ‘super platforms’ (Facebook,...

The Silicon Valley giants are shifting their attention to India as the next big growth market, just as the consumer base and payments ecosystems are reaching critical...

Names like George Soros, Howard Marks and Ashok Jacob are recognisable to most investors. Mary Manning has the unique experience of working inside the investment...

On Friday, 6th August, President Trump issued two executive orders banning U.S. transactions from WeChat, the Chinese ‘uber’ app owned by Chinese technology giant,...

Zigging and zagging have been the story of 2020. The equity market zigged higher, then zagged sharply lower as the health and economic ravages of COVID-19 became...

If Netflix is the new broadcast TV, then TikTok may be the new cable TV, serving users with a “seemingly” random and endless feed of 15 second-ish videos. A Chinese...

Investors have flocked to large technology and communications growth companies in 2020, even as macro drivers injected considerable volatility into financial markets....