Section
Technology
298 posts
Has Innovation Bottomed, Part 2: S&P 500 R&D/Sales 1st Quintile Analysis
by Stephen Vanelli, CFA, Knowledge Leaders Capital A couple weeks ago, in our quarterly strategy report (see: QSR-Has…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Has Innovation Bottomed? Is It Cheap Yet?
by Stephen Vanelli, CFA, Knowledge Leaders Capital Innovation was the market darling thematic for many years leading up…
Four Technical Patterns in the Tech Sector
by Stephen Vanelli, CFA, Knowledge Leaders Capital Using our proprietary point-and-figure-based charting system, I review a couple thousand…
What Is the Semiconductor CHIPS Act, and Why Does the U.S. Need It?
by Frank Holmes, CEO, CIO, U.S. Global Investors The bipartisan Creating Helpful Incentives to Produce Semiconductors for America…
Dividend Payers and Growers: Resilient During Periods of High Inflation and Rising Rates (feat. Sri Iyer, Guardian Capital)
Listen on The Move We had the pleasure of interviewing Sri Iyer, Managing Director and Head of…
Communications Breakdown: The Broadband Wasteland
by Mandana Hormozi, Portfolio Manager, Research Analyst, Franklin Mutual Series, Franklin Templeton Investments In the second of a…
Communications Breakdown: The Great Subscriber Shuffle
by Mandana Hormozi, Portfolio Manager, Research Analyst, Franklin Mutual Series, Franklin Templeton Investments In the first of a…
Long Under-Investment Trend in Industrials Set to Reverse
Listen on The Move There's a race going on in the industrial sector to modernize, technologize, compete, as…
The Future of Food is Technology
by Stephen H. Dover, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton In our new…
The Space Economy Achieves Lift-Off
by Michael Barr, Senior Research Analyst, Neuberger Berman Space-based industry is much more down-to-earth than you might think—and…
FAANG Is Dead: A Timeless Lesson for Equity Investors
by James Tierney, Jr. CIO, Concentrated U.S. Equity & Michael Walker, PM, Research Analyst, Concentrated Growth, AllianceBernstein For…
EV market: the path to a sustainable world
by Jason Zhang, Danny Jacobs, Piyada Phanapat, Julie Dickson, Capital Group KEY TAKEAWAYS Electric vehicles (EVs) are an…
Investing in Technology Leaders of Today and Tomorrow in 2022
Listen on The Move Technology stocks have had a rough start to date in 2022, and currently remain…
Storm cloud: Look past turbulence in software stocks
by Julien Gaertner and David Penner, Equity Investment Analysts, Capital Group Cloud software stocks — which soared to…
The metaverse: Investing in the future now
by Reid Menge, BlackRock Technology Equity Team The metaverse might sound futuristic, but the investment opportunities are here…
