Adviser Hub articles

Articles tagged: TECHNOLOGY
Article-China-01-2019-3 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

Article-Global-04-2019 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

Article-Technology-03-2019 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

Article-Technology-03-2019 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

Article-Time-01-2019 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

Article-Buildings-01-2019 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

Article-Chart-03-2019 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

Article-China-01-2019 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

Article-Europe-01-2019 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

AXANovwithJeremyGleeson VIDEO

AXA IM | Global Tech round-up with Jeremy Gleeson

Jeremy Gleeson explains why now it could be a good time to invest in global technology, what investment themes have emerged recently, how US elections might impact the sector. He also provides a quick...

AXA Investment Managers 11th Nov 2020

AXANov2020 VIDEO

AXA IM | Is your portfolio 5G ready?

Jeremy Gleeson, Portfolio Manager of the AXA Framlington Global Technology Fund, discusses how companies are adapting to innovation in mobile technology. Check if your portfolio is 5G ready by watchin...

AXA Investment Managers 11th Nov 2020

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

Article-China-01-2019 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

Article-Chart-05-2019 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

Article-DonaldTrump-01 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

Article-Chart-04-2019 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

Article-Communications-02-2019 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

Article-Coin-02-2019 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

Article-Technology-03-2019 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

Article-Chart-01-2019 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

Article-Time-01-2019 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

Article-America-02-2019-1 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

Article-Companies-Tesla-01-2019 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

Article-balance-01-2019 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

Article-Animals-Bear-01-2019 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

AXA1Nov2019 VIDEO

AXA IM | Driving meaningful change

Amanda O’Toole of AXA WF Framlington explains what ‘clean tech’ means for investors.

AXA Investment Managers 1st Nov 2019

Article-Technology-03-2019 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

Article-Technology-04-2019 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

Article-Technology-03-2019 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

Article-Global-04 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-Charts-AO-04_1 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 EU...

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

AH-vidarticle-Schroders24Apr18 Market Updates

Video: What role does technology play in real estate?

Tom Walker, Co-Head of Global Real Estate Securities, explains the impact that data and technology can have on your real estate investments. Watch here

Schroders 25th Apr 2018

Schroders23Apr VIDEO

Schroders | What role does technology play in real estate?

Tom Walker, Co-Head of Global Real Estate Securities, explains the impact that data and technology can have on your real estate investments.

Schroders 23rd Apr 2018

Article-America-01 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

Article-Technology-03-2019 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

Article-Japan-01 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

Article-Direction-06-2019-1 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

JoffyJournal-Technology3 VIDEO

M&G Investments | Joffy’s Journal: Technology

In this third in a series of videos looking at how investor behaviour has changed over the years, Global Head of Retail Sales, Jonathan (Joffy) Willcocks, looks at how asset managers have responded to...

M&G Investments 1st Dec 2017

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