Search Result(s)

There are 30 item(s) tagged with the keyword "Technology".

Displaying: 1 - 10 of 30

Four factors of quality

Walter Scott’s Murdo MacLean considers the key attributes he thinks quality companies should possess to be resilient over the long term.

Tags: BNY Investments, Equities, Macroeconomics, Technology
Investing in AI? It's no place for passive

The complexity of artificial intelligence demands an active investment approach to effectively identify opportunities and offer genuine market exposure to investors.

Tags: Janus Henderson, Technology, Artificial Intelligence
Hangover cure: Tapping into global growth with thematic equities

Janus Henderson's recent Global Investment Summit explored growth drivers in equities, noting record levels of innovation in healthcare and technology as well as developments in real estate and sustainability.

Tags: Janus Henderson, technology, Property, Healthcare
AI: A long time coming and a long way to go

In the first installment of a three-part series, Portfolio Manager Denny Fish and Investment Strategist Michael McNurney explore how artificial intelligence (AI) has come to quickly dominate the investment landscape and what it means for the global economy and equity markets.

Tags: Janus Henderson, Technology, AI, Artificial Intelligence
A change in equity market leadership?

Newton portfolio manager Jon Bell assesses the potential fate of income stocks in an investment landscape no longer characterised by ‘free money’.

Tags: BNY Mellon Investment Management, Technology, Equities, Macroeconomics
Data center boom: Navigating the power crunch

As the data center expansion driven by artificial intelligence (AI) forges ahead, Portfolio Manager Aaron Scully explores growth opportunities and how investors can navigate electricity bottlenecks.

Tags: Janus Henderson, Technology, Environmental Social Governance (ESG)
Quick View: nVIDIA – focus on the fundamentals, not the hype

Portfolio Manager Richard Clode comments on nVIDIA’s latest earnings announcement and discusses the factors supporting more sustainable returns for the company.

Tags: Janus Henderson, Technology
Recharging the EV trade

Why the electric vehicles (EVs) trade could be set for a boost – and why Newton is well prepared to explore this and other alternatives markets.

Tags: BNY Mellon Investment Management, Sustainability, Multi-Asset, Technology, Alternatives
Mettler Toledo: a picture of consistency

Walter Scott client investment manager Murdo MacLean profiles Mettler Toledo, a Swiss-headquartered, US-listed manufacturer of precision weighing and analytical equipment.

Tags: BNY Mellon Investment Management, Technology, Sectors, Equities
JH Explorer in Singapore: AI-focused client event at Google

Ahead of speaking at a recent client event focusing on generative AI at Google’s Asia HQ in Singapore, Portfolio Manager Richard Clode shares his thoughts on Google, and AI as the next major compute wave that is going to define the next decade and disrupt many industries.

Tags: technology, Janus Henderson

Displaying: 1 - 10 of 30