There are 32 item(s) tagged with the keyword "Technology".
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Portfolio Manager Richard Clode joined NVIDIA’s most recent earnings call. He highlights the main considerations for investors on the company, as well as the generative AI tech wave more broadly.
In this video, Newton US equity income portfolio manager John Bailer considers the impact of DeepSeek on the US equity market.
Walter Scott client investment manager Murdo MacLean dissects the medtech industry. Has the innovation boom of the past decade peaked?
The complexity of artificial intelligence demands an active investment approach to effectively identify opportunities and offer genuine market exposure to investors.
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.
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.
Newton portfolio manager Jon Bell assesses the potential fate of income stocks in an investment landscape no longer characterised by ‘free money’.
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.
Portfolio Manager Richard Clode comments on nVIDIA’s latest earnings announcement and discusses the factors supporting more sustainable returns for the company.
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.
Displaying: 1 - 10 of 32