technology

Year to date, the technology sector has outperformed resources by over 20% posing the obvious question, has the elastic band now stretched too far? For extra spice,...

The extreme AI-led rally in US Mega-caps has got many wondering if they've missed the boat. The reality is the boat hasn’t been built yet.

While the secular themes driving tech sector growth remain intact, companies will have to balance future investment with profitability.

This article was written by Alex Parker The market conditions facing us today are as complex and uncertain as many investors can remember. After a tough year for most...

There are some common themes across Australia's most-shorted stocks this year - but the outlook may not be as bad as you think.

Higher interest rates are precipitating a default cycle, claiming the tech/crypto-centric Silvergate and Silicon Valley banks in recent days

In this episode we are hugely fortunate to have an absolute leader in their very specialist field join us on the show. Our special guest is Mr Paul Anderson, CEO and...

In a tough economic landscape, the reopening of China could be a boost for a range of sectors according to Munro’s Nick Griffin.

The US tax year is ruled off at the end of December. Typically, there is tax loss selling in US stocks in the lead up to the end of the year, followed by a relief to...

Welcome to series 5 of Magellan Minutes, our investment insights initiative, in which senior members of our investment team dissect the markets and take a deeper look...