Section
Technology
290 posts
Finding Investable Disruptors in an Innovation Swarm
by Lei Qiu, AllianceBernstein Many businesses say they’re innovation leaders. But how can equity investors tell which hold…
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...
Semiconductors could be the new oil: Here’s why
Two of our analysts see semiconductors powering the next decade of global growth in an increasingly data-hungry world.…
These 3 laws drive innovation and investment opportunity
by Kaitlyn Murphy, Equity Analyst, Isaac Sudit, Equity Analyst, and Rich Wolf, Manager/Invesetment Analyst, Capital Group Three laws…
The Exponential Ride
by John Mauldin, Mauldin Economics The last year brought exponential growth in, among other things, use of the…
Hopelessly Devoted to Technology Stocks
by William Smead, Smead Capital Management One of our kid’s favorite movies was Grease. They probably watched it…
There’s Much More to Tech Investing than the US Market
by Donald Huber, CFA, Senior Vice President, Portfolio Manager, and John Remmert, Senior Vice President, Portfolio Manager, Franklin…
International outlook: Innovation isn’t just a U.S. story
by Noriko Chen, Jody Jonsson, Jens Sondergaard, Capital International Asset Management Investors can find plenty of innovation engineered…
Low Rates Rev Up Technology Innovation for Equity Investors
by Lei Qiu, Portfolio Manager, AllianceBernstein Low interest rates and massive stimulus-fueled debt raise investor concerns about potential…
New technologies changing asset management
by Jeff Shen, Raffaele Savi, and Richard Mathieson, Blackrock Technology is transforming the way we work. Asset managers…
The three tailwinds supporting tech
by Russ Koesterich, CFA, Portfolio Manager, Blackrock As Russ explains, history is not repeating itself with the recent…
FT Unmasked the “Nasdaq Whale”, Spelling a “Flash Crash”
by Hubert Marleau, Market Economist, Palos Management On Friday, the S&P 500 closed at 3427 registering a loss…
Are Tech Stocks the New Utilities for Investors?
by Lei Qiu, Portfolio Manager—International Technology; Senior Research Analyst—Thematic & Sustainable Equities, AllianceBernstein Tech stocks weren’t considered defensive…
Could the tech bubble burst again? How today's market stacks up against the 90s
by Evgenia Gvozdeva, Russell Investments From 1994 to early 2000, technology and telecommunication stocks grew in euphoria with…
Best of 2019: ARK Invest's FYI Podcast with Elon Musk, George Church, and more
As we wrap up 2019, we would like to thank everyone who listened to the FYI — For…
Using AI to Systematically Find Sustainable, Growing Dividends
Sri Iyer, Managing Director, and Head of Systematic Strategies at Guardian Capital joined us for an intriguing discussion…
