FAANGS

The experience of investing in risk assets over the last six months has been a miserable affair for most involved—particularly in some corners of the market where we...

There was a time in big tech when valuations meant next to nothing. If you wanted growth, big tech was the main show in town and it didn't matter how much you paid...

The world is opening, but not to calm and stability.  Rather, COVID has left a trail of destruction. And I'm not talking about the health implications. The pandemic...

The metaverse has become one of the hottest investment topics. Yet the theme has left many investors bemused. Some wonder what it is. While others wonder where the...

Bear markets can be pretty frightening, no matter how seasoned the investor. However, there are a couple of useful tools and principles that can help us navigate them....

Stock prices of some of the world’s 10 biggest tech firms have taken a bath in recent weeks, but investors write them off at their peril, writes ETF Securities’ Kanish...

Sharemarkets around the world have been trending very strongly. The winners (best performers) have been high-quality companies, stable earners and ‘sexy’ disruptors....

Once the darlings of the ASX, the WAAAX stocks have recently tumbled from their throne. It would appear the hullabaloo around inflation (utter kryptonite for stocks...

Beatle-mania? Maybe, but it turned that John, Paul, George and Ringo sold a lot of records Even after the recent pullback as a result of news of a likely COVID...

The tremendous performance of the U.S. equity market over the past six months has confounded many investors. Yet, look under the surface and it might make more sense....

The year 2020 is one that will stand out in the history books, most notably for the COVID Pandemic but also the seismic shift in the geopolitical landscape. On the...

Facebook, Apple, Amazon, Netflix and Google (Alphabet), collectively known as the FAANGs, have been the investment story of the era. These companies have created new...

I have just returned from Fidelity’s annual bespoke Silicon Valley bus tour, where the team has spent time with 26 companies and their top management. Despite all the...