technology

It requires dynamic and flexible thinking, but we share our playbook for investing (and outperforming) with fallen market darlings.

At Livewire Live 2025, Macquarie Capital's Viktor Shvets put a torch to conventional thinking about markets and economic moats.

A lot happened this week. Here is what captured my attention as a growth investor.

There are a lot of big predictions -- both good and bad -- regarding AI. But the actual outcome is likely to be far less dramatic.

Palantir has been one of the hottest stocks in global markets. Yet, many still can’t grasp what it does let alone agree on what it's worth.

A jobs apocalypse, vanishing moats and broken cycles. Macquarie’s Viktor Shvets mapped a chilling future for investors at Livewire Live.

Figma's spectacular IPO has cranked excitement around Canva's potential to go public in a US market with a wild appetite for tech stars.

First Sentier’s Dushko Bajic explains why fundamentals still matter, and shares two stocks with massive potential.

AI is a long-term growth story which will support the global economy and provide a wide range of potential investment opportunities

Amazon, Google, and Microsoft’s latest earnings reveal AI’s growing impact on cloud, ads, and software, as Big Tech races for AI dominance.