Section
Technology
293 posts
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…
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...
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 âre-openingâ trade has…
Finding Investable Disruptors in an Innovation Swarm
by Lei Qiu, AllianceBernstein Many businesses say theyâre innovation leaders. But how can equity investors tell which hold…
Semiconductors could be the new oil: Hereâs 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 kidâs favorite movies was Grease. They probably watched it…
Thereâs 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 isnât 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 âNasdaq Whaleâ, Spelling a âFlash Crashâ
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 ManagerâInternational Technology; Senior Research AnalystâThematic & Sustainable Equities, AllianceBernstein Tech stocks werenât considered defensive…
