There are 30 item(s) tagged with the keyword "technology".
Displaying: 1 - 10 of 30
Walter Scott’s Murdo MacLean considers the key attributes he thinks quality companies should possess to be resilient over the long term.
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.
Walter Scott client investment manager Murdo MacLean profiles Mettler Toledo, a Swiss-headquartered, US-listed manufacturer of precision weighing and analytical equipment.
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.
Displaying: 1 - 10 of 30