Section
Technology
293 posts
Communications Breakdown: The Broadband Wasteland
by Mandana Hormozi, Portfolio Manager, Research Analyst, Franklin Mutual Series, Franklin Templeton Investments In the second of a…
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...
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…
103 Crypto: Still Early Innings with Ric Edelman, Founder DACFP & Edelman Financial Engines
Listen on The Move Ric Edelman, Founder, DACFP (Digital Assets Council of Financial Professionals & Edelman Financial…
The Synthetic Biology Revolution: Investing in the Science of Sustainability
by Edward Bryan, CFA | Senior Research Analyst—Sustainable Thematic Equities, AllianceBernstein What You Need to Know The revolutionary…
Sustainable Investing Through the Supply Chain: Electric Vehicles
by Salima Lamdouar, and Patrick O'Connell, CFA, AllianceBernstein ESG in Action The shift to electric vehicles means major…
William Smead: Zuckerberg's Choice
by William Smead, Smead Capital Management We have entered the phase when the body politic and public opinion…
Who ate all the chips? Taking a closer look at the semiconductor supply chain.
by Máire Lane, PhD & Joseph Gunderson, Invesco Canada Supply chains have rarely been in the public consciousness…