Adviser-Hub articles

Articles tagged: TECHNOLOGY
smagm_june_ts VIDEO

Baillie Gifford | Scottish Mortgage Manager Insights: Tom Slater

Tom Slater outlines how AI integration, disciplined capital allocation and operational resilience are shaping the Scottish Mortgage portfolio’s next generation of global growth leaders.

Baillie Gifford 14th Jul 2025

Partner Zone

Strategic acquisitions in tech: a quiet tailwind for portfolio performance

Fidelity’s Hyun Ho Sohn examines M&A’s role within the global technology sector, reflecting on past successful acquisitions involving portfolio holdings and outlining key recent dea...

Fidelity International 8th Jul 2025

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Fidelity International | Field Notes: Test driving China’s technological prowess in downtown Shanghai

Fidelity Portfolio Manager Tina Tian puts her trust in the latest assisted driving technology and braces for a ride through some of China’s busiest streets.

Fidelity International 1st Jul 2025

nione_gpt030625 Partner Zone

Gutenberg to GPT: AI as the next frontier in asset management

AI is reshaping financial services. In this keynote delivered at the PSG conference, Khadeeja Bassier, COO at Ninety One, explores how tools like ChatGPT and Claude enhance research, storytelling,...

Ninety One 3rd Jun 2025

Partner Zone

What next for tech investors?

Fidelity’s Global Technology portfolio manager Hyun Ho Sohn discusses how staying disciplined and not getting carried along by momentum has helped navigate a challenging period for tech inves...

Fidelity International 2nd Jun 2025

Partner Zone

Balancing resilience and opportunity in the tech sector

As the tech sector grapples with significant challenges and uncertainty weighs on investor sentiment, Fidelity’s Hyun Ho Sohn believes understanding the adaptability of quality businesses is...

Fidelity International 12th May 2025

Article-Communication-10-smll2024 Analysis & Opinion

Emerging markets in a fractured world

This a fragile moment for the global economy. The new administration in the US is sowing uncertainty across the world, upending geopolitical norms and long-established trading patterns.

Adviser-Hub 1st Apr 2025

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Baillie Gifford | Positive Change: rising to the challenge

Lee Qian, manager of the Baillie Gifford Positive Change Fund, explores the progress of portfolio holdings in a changing world from tech giants TSMC and Microsoft to healthcare innovators Dexcom an...

Baillie Gifford 31st Mar 2025

Partner Zone

Podcast: The Investor’s Guide to Asia: Forced to innovate

Negative headlines about geopolitics might suggest Asian companies will struggle to push technological boundaries. Quite the opposite, say Fidelity portfolio manager Tina Tian and technology analys...

Fidelity International 27th Mar 2025

nione_gemai260325 Partner Zone

Hidden GEMs: AI’s new power shift – how DeepSeek is challenging US tech supremacy

Ninety One’s Anton du Plooy discusses how DeepSeek's AI breakthrough is challenging US dominance, bypassing restrictions and reshaping global AI investment and geopolitics.

Ninety One 26th Mar 2025

Article-business-01-smll2024 Analysis & Opinion

The Week: fund managers cool on the US technology trade

Monthly fund manager survey finds little enthusiasm for US equities as Trump trade weakens.
 

Adviser-Hub 20th Mar 2025

nione_ai180325 Podcast

Baillie Gifford | US perspectives: AI evolves again

Baillie Gifford explores how the rapid market shift in AI and computer processing is transforming industries.

Baillie Gifford 18th Mar 2025

Article-Chart-03-smll2024 Analysis & Opinion

The Week: The rise of passive faces a threat from US weakness

The rise of passive faces a threat from US weakness.

Adviser-Hub 13th Mar 2025

Article-Technology-03-smll2024 Analysis & Opinion

The Week: Back to the races for big technology

Can strong results from Nvidia calm investor nerves on the outlook for the dominant technology sector?

Adviser-Hub 27th Feb 2025

Partner Zone

Scottish Mortgage Podcast: How Tempus AI is Pioneering AI-enabled Healthcare

Eric Lefkofsky, CEO and founder of Tempus AI, explains to Scottish Mortgage manager Tom Slater the huge potential in personalising cancer diagnosis and treatment at scale.

Baillie Gifford 27th Feb 2025

nione_deepseek200225 Partner Zone

How DeepSeek might dethrone the dollar

Ninety One’s Alex Holroyd Jones examines how DeepSeek’s challenge to US technological dominance may disrupt global markets.

Ninety One 18th Feb 2025

abrdn8_1702025 Partner Zone

DeepSeek and AI: is the arms race over?

Chinese company DeepSeek recently launched its new large language model, creating a seismic shift in the tech world. So, what’s next?

Aberdeen Investments 17th Feb 2025

nione_nintendo110225 Partner Zone

Nintendo: an innovative giant

Ninety One's Abrie Pretorius explains why Nintendo's ability to continually innovate has helped build an unmatched portfolio of titles and lock in an army of adoring customers. 

Ninety One 11th Feb 2025

Article-Buildings-FED-01-smll2024 Market Updates

Global updates: Trump hits the ground running

US markets rose following the inauguration of Donald Trump as the 47th US President began to issue a raft of executive orders. 

Adviser-Hub 7th Feb 2025

Partner Zone

AI revolution: behind the 'overnight' success

Baillie Gifford’s Stewart Hogg explores how AI is reshaping companies and driving long-term growth.

Baillie Gifford 30th Jan 2025

Article-Technology-04-smll2024 Analysis & Opinion

The Week: the reverberations from DeepSeek

Vulnerabilities in the US technology sector have been revealed by the arrival of a cheaper Chinese AI model.

Adviser-Hub 30th Jan 2025

fil_ai300125 Analysis & Opinion

AI’s big breakthrough won’t happen this year

Most of AI’s potential is still some years away, but for now, says Fidelity, the big names in technology are still going strong as they prepare the ground for this brave new world.

Fidelity International 30th Jan 2025

Partner Zone

Tech opportunities to broaden beyond AI dominance

Fidelity Global Technology Strategy portfolio manager Hyun Ho Sohn shares his outlook for 2025 and provides an insight into how he is looking to position the portfolio against an evolving macro bac...

Fidelity International 5th Dec 2024

nione_balan211124 Partner Zone

Balancing the promise and perils of AI

Ninety One’s Head of Quality Clyde Rossouw explains why exposure to higher-quality companies can successfully position investors for an AI-driven future.

Ninety One 5th Dec 2024

fs_japan_thomaspatchett VIDEO

Baillie Gifford | Future Stocks: Our best investment ideas in Japan

Baillie Gifford investment specialist Thomas Patchett identifies three Japanese companies, Softbank, Rakuten and Eisai, as leaders in automation, digitalisation and healthcare, creating opportuniti...

Baillie Gifford 7th Nov 2024

cg_aiesg291024 Partner Zone

The rise of AI and ESG

AI is touching almost every corner of the global economy – but what are the implications for ESG issues?

Capital Group 29th Oct 2024

Market Updates

Global updates: US markets surge to new highs

Equity markets dipped early in September, dragged lower by concerns about the outlook for the US economy that were compounded by disappointing employment data and sharp declines in technology share...

Adviser-Hub 9th Oct 2024

nineo_airevol24924a Analysis & Opinion

Powering the AI revolution: a superscale clean-tech opportunity?

Artificial intelligence is accelerating demand for clean and efficient energy – as a result, the growth opportunity across the clean-tech value chain is multiplying, says Ninety One.

Ninety One 24th Sep 2024

Analysis & Opinion

The Week: mounting volatility in investment markets

After the sell-off in late July, markets have been uneventful for much of August, but that appears to be changing as people return to work.

Adviser-Hub 5th Sep 2024

Analysis & Opinion

The Week: will CGT changes hurt the UK stock market?

Rumoured changes to CGT already appear to be creating selling pressure. Could it derail the recovery in the UK market?

Adviser-Hub 29th Aug 2024

fil_deforest30724a Analysis & Opinion

Using satellite technology to tackle deforestation

In 2023, to complement its thematic engagement on deforestation, Fidelity continued its participation in the satellite-based deforestation engagement programme led by Cardano (formerly ACTIAM) and...

Fidelity International 30th Jul 2024

cg_aifevera Partner Zone

AI fever: has it gotten too hot?

Investor enthusiasm for artificial intelligence has gripped the financial markets and shows no signs of loosening its hold.

Capital Group 24th Jul 2024

abrdn_china2724a Analysis & Opinion

China’s clean technologies: the risks and opportunities of oversupply

Clean technology is good for the climate – but what happens when supply outpaces demand?

Aberdeen Investments 2nd Jul 2024

cg_bigtech Partner Zone

Meta shifts the narrative on dividends in the world of Big Tech

Meta’s dividend initiation this year appears to have changed the payout paradigm for Big Tech companies.

Capital Group 29th May 2024

Analysis & Opinion

The Week: Chasing the technology trade

Investors are still ploughing capital into US funds. It has an ‘end of the party’ feel. 

Adviser-Hub 23rd May 2024

Analysis & Opinion

The Week: Tech bust?

It’s been a tricky few weeks for the technology sector, after some early results suggested growth expectations may have gone too far. 

Adviser-Hub 25th Apr 2024

ninety_notesrd20324 Partner Zone

Notes from the road: what hyper-competition means for China clean tech

Ninety One analyst Yunli Liu returns to his home country to see for himself what business conditions are like and to try to separate sentiment from fundamentals.

Ninety One 20th Mar 2024

cg_techmed Partner Zone

Is technology man’s best medicine?

Capital Group’s Matt Reynolds outlines some of the key investment opportunities that are being unlocked by technological breakthroughs across a patient’s journey.

Capital Group 13th Mar 2024

Partner Zone

Webinar: Can tech dominance continue into 2024?

The dominance of tech stocks seen in 2023 has continued so far in 2024, driven by a strong rally in artificial intelligence and mega cap names. Fidelity Global Technology portfolio manager Hyun Ho...

Fidelity International 7th Mar 2024

Analysis & Opinion

The Week: Not so magnificent?

Markets are becoming more discerning. Even some of the technology giants are being re-examined as the focus on fundamentals increases.

Adviser-Hub 7th Feb 2024

filchina5124a Podcast

Fidelity International | The Investor's Guide to China podcast: Transition materials

Fidelity’s local team explores the critical role of transition materials in developing and deploying clean energy technologies. 

Fidelity International 5th Jan 2024

Analysis & Opinion

The Week: Tech or no tech in 2024?

Can big tech keep its crown in the year ahead? The recent rally may have started markets down a different path.

Adviser-Hub 3rd Jan 2024

Partner Zone

NVIDIA: Accelerating AI

Silicon Valley’s longest-serving chief executive is playing a pivotal role in the advance of AI. Scottish Mortgage’s Claire Shaw explains how a long-term plan by NVIDIA’s Jensen H...

Baillie Gifford 8th Dec 2023

cg_fastlane301123a Partner Zone

Electric vehicles in the fast lane

Will European consumers be interested in buying Chinese EVs, and will China’s automakers slash prices to grab market share?

Capital Group 30th Nov 2023

Analysis & Opinion

The Week: Apple versus the UK

Investors can buy the whole of the UK market for the same price as Apple. Does that look like a fair trade?

Adviser-Hub 16th Nov 2023

Analysis & Opinion

The Week: Are investors tiring of big tech?

The recent round of earnings for the ‘magnificent seven’ has been greeted with indifference by stock markets. Could investors finally start to look beyond these tech giants for growth?<...

Adviser-Hub 2nd Nov 2023

Analysis & Opinion

The Asian corporate sector

Asian stock market returns have been unexciting in recent years, held back by the region’s slow recovery from Covid, the relative weakness of China and also, the tough comparison set by the U...

Adviser-Hub 17th Oct 2023

abrdn_eieq91023a Partner Zone

European Income Equity: investing for the long haul with Amadeus

abrdn explains how this Spanish travel technology company has turned short-term crisis into long-term opportunity.

Aberdeen Investments 9th Oct 2023

abrdnkapsi91023a Partner Zone

Emerging markets income equity: taking Kazakhstan into the 21st century with Kaspi

abrdn explore how technology platform Kaspi has created a revolutionary super app with scale and substance.

Aberdeen Investments 9th Oct 2023

Analysis & Opinion

AI and the new tech megacycle

Many technology stocks have soared since ChatGPT captured the public's imagination earlier this year. Capital Group believes this is the start of the next...

Capital Group 17th Aug 2023

Analysis & Opinion

The Week: What happened to the technology bust?

Technology stocks have been the surprise outperformers this year, fuelled by the excitement around AI and improving earnings. 

Adviser-Hub 29th Jun 2023

Partner Zone

Big Tech turnaround: can it continue?

Many of the names that led the last great bull market — Alphabet, Apple, Microsoft, Meta and Nvidia— are leading a nascent recovery. Capital Group explores the factors driving the rally...

Capital Group 31st May 2023

Analysis & Opinion

The Week: A European renaissance?

It’s been the best-performing sector for the year to date, but can Europe extend its recent run of form as the economic climate weakens?

Adviser-Hub 26th Apr 2023

Partner Zone

Has artificial intelligence reached a commercial tipping point?

Capital Group portfolio managers and analysts examine recent breakthroughs in the AI space and whether the sector may be nearing a commercial tipping point.

Capital Group 20th Apr 2023

bg_recrusion040423a Podcast

Baillie Gifford | Recursion: where biology meets technology

How do you solve a problem as complex as drug discovery? With robotics, machine learning and AI. Recursion Pharmaceuticals co-founder and CEO Chris Gibson explains more to Scottish Mortgage manager...

Baillie Gifford 4th Apr 2023

Analysis & Opinion

The Week: Europe: the right option for a recovery?

Europe has lagged the US for almost a decade. However, it has shown real strength since the start of this year. Can it sustain this momentum?

Adviser-Hub 23rd Feb 2023

Analysis & Opinion

The Week: The investment strategies of the decade

The past decade may have been all about Bitcoin and technology, but their strength has relied on abundant liquidity. Can the successful strategies of the past decade tell investors anything about t...

Adviser-Hub 19th Jan 2023

bg_museumofpogress_tbnail VIDEO

Baillie Gifford | Scottish Mortgage Investment Trust: Museum of Progress

Today’s technologies and products are tomorrow’s museum pieces. Why invest in the status quo when you can invest in the future and help shape it? Manager Tom Slater and deputy manager Lawrence Burns e...

Baillie Gifford 3rd Nov 2022

Analysis & Opinion

The Week: The big tech sell-off

It’s been a turbulent week in technology, with weak results prompting a significant sell off. Should it tempt contrarian investors? 

Adviser-Hub 2nd Nov 2022

Analysis & Opinion

Asian stockmarkets: looking ahead

Asian stock markets have not escaped the volatility seen in financial markets since the start of the year. Many of the patterns have been the same: a preference for value over growth, a focus on highe...

Adviser-Hub 26th Sep 2022

Analysis & Opinion

The Week: The China problem

China’s economic weakness has spooked markets, but is its weakness likely to be short or long term?

Adviser-Hub 19th May 2022

Analysis & Opinion

Small but powerful: why disruption isn’t just for tech giants

As the Baillie Gifford International Smaller Companies Fund marks its third anniversary, its managers explain how the Fund’s ‘radar research framework’ picks up the signals of small caps that can deli...

Baillie Gifford 6th May 2022

Analysis & Opinion

The Week: Technology: they think it’s all over?

The technology sector has had a dismal start to the year, but it remains embedded in major structural trends. Is this a good time to take another look?

Adviser-Hub 21st Apr 2022

Partner Zone

Nurobots: delivery with autonomous vehicles

Claire Shaw, Investment Specialist at Scottish Mortgage, explains how the autonomous vehicle company Nuro, hopes to transform local commerce and help deliver a better everyday life for everyone. Capit...

Baillie Gifford 26th Jan 2022

Analysis & Opinion

The Week: 2021: a great year for active managers?

Passive dominated once again in 2020, but will that change in 2021? A lot depends on the technology sector.

Adviser-Hub 8th Dec 2021

Analysis & Opinion

The Week: The bear market in the lockdown winners

Lockdown winners have become recovery losers. Is value emerging?

Adviser-Hub 24th Nov 2021

Analysis & Opinion

The Week: Who wins and who loses from higher wages?

The UK is moving to a high wage economy, according to the government, but will corporates have to foot the bill?

Adviser-Hub 7th Oct 2021

Analysis & Opinion

Investing in firms shaping the world of tomorrow

From futuristic wireless technology to healthcare innovation and new forms of food production, Investment Analyst Michael Pye of Baillie Gifford’s US Equity Team considers the advances that may define...

Baillie Gifford 10th Sep 2021

Analysis & Opinion

China

“A white knuckle ride” is how Dzmitry Lipski, head of funds research at Interactive Investor, described the performance of the Chinese stock market in the wake of a government crackdown on the nation’...

Adviser-Hub 1st Sep 2021

Analysis & Opinion

The Week: Europe: the advantage of low expectations

Europe’s economic data may be weak, but its corporate sector is showing a buoyant recovery – and expectations are far lower than for the buoyant US.

Adviser-Hub 12th May 2021

Can China climb the value chain VIDEO

Fidelity International | Inside Asia: Can China succeed in climbing the value chain?

Fidelity’s Head of Equities, Ned Salter, technology analyst Tina Tian and healthcare analyst Yuanlin Lang discuss China’s drive to tech self-sufficiency and the opportunities that this is creating acr...

Fidelity International 6th Oct 2020

Market Updates

The Week: How is China faring in the wake of the Covid-19 outbreak?

Predictions for the demise of China may have been exaggerated. There are signs it is recovering fast.

Adviser-Hub 23rd Sep 2020

Partner Zone

What's driving the US-China tit-for-tat over TikTok?

The US decision to ban TikTok, an app owned by Chinese firm ByteDance, unless it is sold to an American firm is the latest development in US-China tensions. While ByteDance can thrive with or without...

Fidelity International 1st Sep 2020

Market Updates

The Week: A last hurrah for growth stocks

The value of Apple hit $2trillion this week after a significant rise in its share price over the last three months.

Adviser-Hub 20th Aug 2020

Market Updates

The Week: Will Covid-19 end US market dominance?

US markets have outperformed for a decade, but can this continue in the face of a woeful Covid-19 response and political uncertainty?

Adviser-Hub 5th Aug 2020

Market Updates

A potted history of market crashes (and why they don’t matter)

From tulips to technology, railroads to real estate, asset price crashes are centuries old. Investors have been prone to getting very excited about innovation in the short-term, only to realise its li...

Adviser-Hub 24th Jun 2020

The investors guide to China - img VIDEO

Fidelity International | The Investor's Guide to China - technology and innovation

It wasn’t long ago that China was regarded as an imitator rather than an innovator. Fidelity Head of Asset Management, Asia Pacific, Paras Anand shares his insight into why this now isn’t the case.

Fidelity International 3rd Jun 2020

Market Updates

The Week: Does value investing still have a place in your portfolio?

It’s been a rough time for value managers. Has quantitative easing killed off value as a strategy? Or can it stage a comeback?

Adviser-Hub 21st May 2020

Market Updates

The five most important investment rules in a crisis

There is no apparent improvement in the global economy, the outlook for corporate earnings is still highly uncertain, but markets have bounced almost 20% from their lows. Those waiting until the crisi...

Adviser-Hub 20th May 2020

Partner Zone

Infra Yield Cos: the hidden value story waiting to be told

With interest in renewables and 5G ramping up, an allocation to utilities may be the key to unlocking hidden value, argues Mellon fund manager Jim Lydotes.

BNY Mellon Investment Management 5th Mar 2020

Market Updates

The Week: Only flu? Assessing the impact of the Corona virus

It’s been a torrid week for the financial markets, as investors assess the potential impact of the Coronavirus.

Adviser-Hub 26th Feb 2020

Market Updates

The Week: Merger mania?

Consolidation has been considered a solution to the pressures on the active management industry, but it is not an end in itself.

Adviser-Hub 19th Feb 2020

Market Updates

US market review: US and China sign their “Phase One” deal

2020 began with fresh geopolitical tensions amid signs of rising hostility between the US and Iran.

Adviser-Hub 12th Feb 2020

Market Updates

The Week: Returns in short supply

It’s been a torrid time for short-sellers of Elon Musk’s Tesla as the company has beaten expectations on profits. Does it challenge the concept of short-selling?

Adviser-Hub 5th Feb 2020

Partner Zone

The Digital Archipelago

Two of Southeast Asia’s biggest nations are following china into rapid tech-led growth says Ewan Markson-Brown, co-manager of Baillie Gifford’s Pacific Fund.

Baillie Gifford 8th Jan 2020

Market Updates

The Week: Risk on: 2019 was a bumper year

Against expectations, 2019 has proved a year in which it was tough not to make money. The rising tide of central bank policy floated all boats.

Adviser-Hub 4th Dec 2019

Partner Zone

Bright sparks in autos and tech shine through clouds of US/China trade tensions

A choppy earnings season and ongoing concerns over political risk have cast a pall over the tech sector in recent months.

BNY Mellon Investment Management 13th Nov 2019

Partner Zone

Chinese tech – fast-moving and ever changing

While disruption by the technology sector has of course been a global phenomenon, Fidelity China Special Situations PLC portfolio manager Dale Nicholls highlights how China stands apart due to the she...

Fidelity International 5th Nov 2019

Partner Zone

In tech we trust?

Are antitrust investigations into FAANG stocks just another drop in the ocean for big tech, or could there be wider ramifications as regulatory scrutiny intensifies?

BNY Mellon Investment Management 30th Oct 2019

Partner Zone

How facial recognition tech could prompt new business opportunity

Facial recognition technology is becoming an increasingly controversial tool in the fight against crime. Yet it also holds significant positive potential for other business sectors.

BNY Mellon Investment Management 17th Oct 2019

Market Updates

The Week: As trade talks resume, how optimistic should we be about the prospects for a deal?

As trade talks resume, how optimistic should we be about the prospects for a deal?

Adviser-Hub 9th Oct 2019

Market Updates

What’s next for technology?

Technology has undoubtedly been a good investment in recent years, but in a climate of weaker growth, can it sustain its advantage?

Adviser-Hub 21st Feb 2019

Article-Chart-04-smll2024 Market Updates

UK equity income market review: UK equity yields surged over 2018

UK equity markets continued their downward trend into December amid intensifying speculation over the possibility of a no-deal Brexit. Although the government managed to reach an agreement with the...

Adviser-Hub 17th Dec 2018

Fidelity15June18 VIDEO

Fidelity International | Market leadership - Tech for tech’s sake?

The technology sector had a strong year in 2017 and investors have begun to question whether the stellar performance means stocks are now overvalued.

Fidelity International 15th Jun 2018

Market Updates

The Week: Should investors be worried about an M&A bubble?

US cable operator Comcast has announced a £22.1bn bid for Sky, potentially thwarting a planned takeover by 21st Century Fox. At the same time, Warren Buffett has said cheap debt is fuelling a &l...

Adviser-Hub 27th Feb 2018

Market Updates

The Week: The big data revolution in active management

This week, the Financial Times reported that BlackRock was setting up a new lab in Silicon Valley, specialising in artificial intelligence.

Adviser-Hub 22nd Feb 2018

Market Updates

The Week: What's the plan in Japan

Japan has been a big hit with investors in 2017, but we’ve been here before.

Adviser-Hub 11th Jan 2018

Market Updates

The Week: Farewell to all that

2017 is drawing to a close. Was it a classic for investors?

Adviser-Hub 21st Dec 2017

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