Reversible CRISPR, Life-Extending Young Blood, and the Rise of Robo-Advisors
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreTechnology
EML Payments Targets The Open Banking Pillar
In a further move to diversify its earnings streams, EML Payments is expanding into open banking.
Read MoreHow mRNA-based therapies could change the world, Biden’s renewables boost, and the semi shortage
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreSolar Geoengineering, Intel’s Strategy Update, and Breaking the Blood-Brain Barrier
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides his regular wrap of technology, innovation, and finance news.
Read MoreEuropean Metals and CEZ Ready Cinovec for EV Revolution
The European Union’s big-spending commitment to developing a secure battery supply chain in support of its decarbonisation targets is speeding up.
Read MoreTelstra Breaking up the Band
The end of Telstra as we know it as the company confirmed yesterday the shape of the previously announced plan that would see it splitting itself into four component parts.
Read MoreWhat VW Power Day Means for the Lithium Market
ShareCafe’s Tim McGowen spoke with Steve Promnitz, CEO of Lake Resources (ASX: LKE) about what VW’s announcement that it would build six new battery factories in Europe means for the lithium space.
Read MoreThe Healthcare Technologies Helping Us Out of this Pandemic
Advances in genome sequencing and in other healthcare technologies have played a critical role in controlling the COVID-19 pandemic. This article from Pengana Capital explains how.
Read MoreLure of the BNPL Siren Song too Strong for CBA to Resist
Despite already having a presence in the BNPL sector through its stake in Swedish giant Klarna, CBA has clearly decided the attraction of the BNPL model popularised by Afterpay is too juicy to ignore.
Read MoreBitcoin – It’s Not a Currency, it’s Not a Capital Asset… So What Is it?
In this week’s Insights column, AMP Capital’s Shane Oliver takes us on an in-depth tour of the wild and woolly world of Bitcoin.
Read MorePending Co2 Footprint for EVs Puts Mineral Suppliers on Notice
A decision by the EU last year to recalibrate the ecosystem around the manufacturing of electric vehicles (EVs), has serious implications for suppliers of minerals to battery and EV producers globally.
Read MoreCloud Computing – the Next Tech Revolution?
The adoption of the cloud is arguably one of the most significant business transformations we have seen since the early days of the world wide web. Blair Modica from BetaShares explains why.
Read MoreGenetic Signatures Leverages New Screening Targets to EU and US Markets
GeneticSignatures (ASX: GSS) a specialist molecular diagnostics (MDx) company, plans to leverage its existing suite of real-time screening products into an expanding customer base.
Read MoreWiseTech, Appen in Binary Opposition
Contrasting results from tech darlings Appen and Wisetech on Wednesday, as the former misses its own guidance for earnings and the latter ups its forecast.
Read MoreThere’s Much More to Tech Investing than the US Market
Although US equities tend to dominate the conversation about technology investing, Franklin Equity Group’s John Remmert and Don Huber believe there are many innovative international companies that get overlooked.
Read MoreSemis: We’re Halfway There?
Douglas Isles from Platinum Asset Management breaks down the state of the semiconductor sector in the wake of the COVID pandemic.
Read MorePolicing the Platforms
Questions about free speech on social media, internet companies’ policies on user expression, and government intervention in the tech industry are becoming impossible for investors to ignore.
Read MoreRobotics and A.I.: Defeating COVID-19
Alex Cook from BetaShares examines the role robotics and A.I. have played not only in developing a vaccine but also in its distribution.
Read MoreTelstra Announces Double-Digit Decline in Earnings
Telstra continues its battle to cope with COVID, the rapidly changing marketplace and competition, as well as the NBN.
Read MoreGM Goes from Dinosaur to Disruptor
Who would have thought that on the cutting edge of the biggest disruption of all would be the industrial dinosaur, General Motors?
Read MoreInnovation Wrap: GameStop turmoil, Clubhouse growth, and GM going electric
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides your weekly wrap of technology, innovation, and finance news.
Read MoreQuality Clientele To Underpin Fineos
As 2020 ended, opposing forces were in play for insurance software provider Fineos Corp, while a quality global customer base is ultimately expected to underpin growth.
Read MoreBezos to Step Aside at Amazon
Amazon’s founder and CEO Jeff Bezos has announced his intention to hand over the reins of the e-commerce giant in the northern summer and move to the role of executive chairman.
Read MoreThe New World of Risk – GameStop and Cryptos
The slant of the early reporting by the popular media on the crowd-driven squeeze on heavily shorted shares like GameStop is worthy of commentary. Platinum’s Kerr Neilson obliges with his thoughts on the matter.
Read MoreGrowth For ResMed Despite Challenges
Growth in masks and accessories has prevailed for ResMed despite pandemic-induced restrictions, although cycling the surge in ventilator sales from early 2020 will be a challenge.
Read MoreInnovation Wrap: Synthetic cornea implants, unsolved murders in VR, and dire wolf DNA
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides your weekly wrap of technology, innovation, and finance news.
Read MoreEarnings Round-Up: David v Goliath Battle Dwarfs Reports
While the two remaining megatechs in Amazon and Alphabet (Google) report this week, their December quarter figures are likely to be overshadowed as the short sellers v small online punters arm-wrestle plays out.
Read MoreDisruption in 2021 and Beyond
As part of the inaugural edition of ‘The Disruptive Strategist’, an in-depth and thoughtful assessment of the investment universe, GAM Investments’ Mark Hawtin and the disruptive growth team considered disruptive trends for 2021 and beyond.
Read MoreEarnings Round-Up: Big Tech Under the Microscope
Apple, Microsoft, Tesla and Facebook lead the way this week and they’ll need to keep investors convinced that the 4th quarter earnings season won’t be as bad as first thought.
Read MoreHuge Week for Netflix as Shares Touch Record High
Netflix shares are heading for a weekly gain of more than 15% as investors realised that for now it has won the streaming video battle with its myriad rivals led by Disney.
Read MoreNetflix Tops 200m Global Subscribers, Share Price Jumps
Netflix announced a big beat on subscriber numbers which topped 200 million globally for the first time, pushing the company’s shares more than 11% higher in after-hours trading.
Read More
Lithium and the Clean Energy Revolution
Darko Kuzmanovic, Portfolio Manager in the Janus Henderson Global Natural Resources team, discusses the impact of the clean energy transition on the outlook for lithium.
Read MoreStage Set For Facebook Break-Up After FTC, US States Launch “Critically Important” Case
Legislation in the Australian parliament that might get Facebook and Google to pay some small amounts to local media companies has been overtaken in importance for the social media giants, especially Facebook, by news of a massive anti-trust lawsuit filed in an American court late Wednesday.
Read MoreInnovation Wrap: Psychedelic Medicine, Stripe’s Carbon-Removal Efforts, Infinite Billie
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides your weekly wrap of technology, innovation, and finance news.
Read MoreBuffett Set For Payday On Billion-Dollar Tech Bet
Warren Buffett’s Berkshire Hathaway is looking at a $US1 billion-plus paper profit from its investment in a hot tech listing in September.
Read MoreKogan Heads Across The Ditch With Might Ape Acquisition
Online retailer Kogan has paid $122 million for a New Zealand based gaming and technology-focused website called Mighty Ape. It’s Kogan’s second deal this year and much larger than the $4.4 million it paid for the retailer, Matt Blatt in May.
Read MoreZero-Coupon No Problem As Xero Upsizes Buyback
Xero shares might dropped sharply yesterday in the wake of news of a massive new fundraising, but that measure was actually a major vote of confidence in the rapidly growing software giant.
Read MoreHigher Dividend As Technology One Programs Path Through Pandemic
Enterprise software provider TechnologyOne has survived the pandemic, reporting a 4% rise in revenues for the year to September 30 to $299 million and an 8% rise in net profit to $62.9 million.
Read MoreInnovation Wrap: I See Fake People, CRISPR Vs Cancer, Robots In Construction
Thomas Rice, portfolio manager for the Perpetual Global Innovation Share Fund provides your weekly wrap of technology, innovation, and finance news.
Read More