Section
Technology
298 posts
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…
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...
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…
Can Advances in Technology Keep a Lid on Inflation?
by Darren Williams, AllianceBernstein Technology is advancing at a rapid pace, exerting downward pressure on prices. But will…
Big Tech faces three regulatory risks: Privacy, content and antitrust
by Tracy Li, Investment Analyst, Capital Group Regulatory scrutiny of Big Tech is not going away anytime soon.…
Is the Re-Opening/Value Trade Over?
by Interest rates have been falling in recent months leading some to speculate that the “re-opening” trade has…
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…
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…
