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.

John Bennett, Director of European Equities, discusses the pitfalls associated with following the ‘hype’ of artificial intelligence (AI) and highlights where opportunities lie for investors.

In the first of a two-part blog, we delve into the metaverse, and consider how far the vision is from becoming a (virtual) reality.

What should investors make of China’s crackdown on its technology companies?

From bagels to central banks, global money systems are becoming increasingly digital.

Portfolio Manager and Head of Global Sustainable Equities Hamish Chamberlayne explores the changes ahead as we enter a decade of transformation and explains the importance of digitalisation, electrification and decarbonisation.

Franklin Equity Group’s Grant Bowers and Templeton Emerging Markets Equity’s Chetan Sehgal join our Alistair MacDonald for a conversation about the rate of economic recovery in the United States versus emerging market countries and the implications for equity investors.

The long-term structural bull case for the technology sector and the relative strength of several tech firms during the recession are well established. But we believe the present crisis has also created additional macro tailwinds for tech stocks.