technology

When I look back on 2019, I think the big lesson we learned and the big lesson all equity investors should learn is that interest rates really, really matter. 2019 was...

One way investors can structure their portfolios is around ‘supertrends’ – long term themes that capture the major societal shifts underway, according to Andrew...

This year alone Microsoft founder Bill Gates added over US$22 billion to his personal wealth, now at an eye-popping total of US$113 billion, making him the world’s...

Credit Suisse believes global growth will be a sluggish 2.5% in 2020 with a mild recovery in industrial production. A de-escalation of the trade war should lead to a...

It may be cold comfort for shareholders of Westpac and the Commonwealth Bank, but our two biggest banks are not alone when it comes to breaching anti money laundering...

There’s no doubt growth is much harder to come by these days. While Australia, along with the rest of the world, is experiencing some growth, it’s not the strong...

As investors, we typically focus on growth in financial terms. Another consideration is our positive impact on the wider community, which is shown by the good news...

“We are late in the cycle.” Lord only knows how many times I’ve heard that phrase used in the past few years. People were using it as far back as 2012 in the...

These days, I hear many commentators say it’s hard to find value in the market. But if you look hard enough, it’s still possible to find a gem. One of these is IMDEX...

Alphabet. Amazon. Microsoft. We all know who they are, we all use their technology, but what does the future have in store for some of the worlds most recognisable...

Those Investors who fail to identify emerging market trends and themes may well fail to capture the rewards on offer from investing in the development of embryonic...

A raft of big tech IPOs have struggled recently, as investors apparently shun high priced, unprofitable companies. If you’d bought an equally weighted basket of Uber,...

The smaller end of the stock market delivered a mixed bag during the recent reporting season. But if you sift through the company reports, you’ll find five themes...

It wasn't until I read Ray Dalio's 'Principles' book that I knew how long he had been visiting China, and how closely he has been involved with its economic story. (I...

Many investors are increasingly comparing this current cycle with the late 1990s tech boom and bust. The similarities are straightforward, i.e. rapid and unsustainable...

Alphabet’s first quarter result demonstrated a slowdown in websites revenue (advertising revenue from Google websites). The quarterly number only came in 1% below...

WiseTech, Appen, Afterpay, Altium and Xero (WAAAX) are up just over five-fold over the last two years, pushing the aggregate market cap to over $28 billion. Some of...

There are some wonderfully innovative and disruptive companies in the tech sector, but investors should always be aware that hype and momentum can drive company...

With stocks near all-time-highs, there is steadily accumulating evidence that this may be a historic time to sell. PMIs are diving. PMIs give false signals (eg 2016...

Hey Google! Which ASX small caps are exposed to the unfolding home automation boom? The answer is the minnows Buddy Technologies (BUD, 5.4c) and Quantify Technology...