Knosys (ASX:KNO) Investor Presentation
Knosys MD John Thompson provides an overview of the company, presenting on Knosys’s product portfolio, growth strategy, geographical reach and financial highlights.
Read MoreTechnology
FAANG Is Dead: A timeless lesson for equity investors
James Tierney and Michael Walker from AB discuss how the recent divergence of the FAANGs reminds us why fundamentals should always trump fads for long-term equity investors.
Read MoreWall Street’s Crackle Popped by Snap
The hint of a steadier tone on Wall Street was ended by another surprise from the techs when Snap revealed a weak outlook on Monday after trading ended.
Read MoreHow Blockchain Can Revolutionise the Financial System
Another year, another burst of extreme crypto volatility. But, as Fidelity explains, the blockchain technology behind bitcoin and other digital assets continues to grow in importance.
Read MoreThe Perfect (Storage) Storm
As the fourth digital wave takes hold and data creation increases exponentially, GAM Investments’ Mark Hawtin examines the integral role storage will play in enabling Digital 4.0.
Read MoreHow Bitcoin Mining Works
Mining is one of the most complex components of bitcoin, but it is arguably the most important. ETF Securities provides a thorough rundown of what’s involved in the process.
Read MoreXero Margin for Error in the Current Environment
Investors in software group Xero took out the axe with the long handle yesterday and gave the company’s shares a good whack after what they thought was a disappointing annual result.
Read MoreSemiconductor Shortage: is equilibrium in sight?
Two years into the semiconductor shortages, GAM Investments’ Pieran Maru examines the causes, the industries most impacted and the possible path to normalisation of supply.
Read MoreThe FAANGs: Are tech sector earnings one size fits all?
Fidelity’s Tom Stevenson explains why he believes the FAANGs are driven by very different commercial influences and investors may not be served well by lumping them together.
Read MoreTech Talk: Software and Start-Ups
Alphinity IM Portfolio Manager Trent Masters shares his thoughts from the month and the key takeaways from the Morgan Stanley Technology, Media & Telecom conference.
Read MoreLithium Space Abuzz with Mexican Nationalisation News
Never a dull moment in the lithium space, and this week was no different as Mexico made the decision to nationalise its industry in the metal and Elon Musk had plenty more to say about pricing pressures.
Read MoreTesla Calms the Farm with Record Earnings
Unlike the weak quarterly report from Netflix on Tuesday, Tesla did its bit for investor confidence in the megatechs with record revenue and earnings in the March quarter.
Read MoreEarnings Roundup: Netflix, Tesla Kick Off US Season
With the US reporting season kicking into high gear next week, investors will first get to digest earnings from streaming giant Netflix and electric vehicle maker Tesla.
Read MoreMystery Surrounds Musk Twitter Turnaround
In a major about face, Elon Musk will not join the Twitter board, reversing course less than a week after becoming the company’s biggest shareholder and saying he would do so.
Read MoreVirtual Investing? Really?
Even as science changes things, it’s still ultimately about figuring out which companies have the commercial application and ability to monetize the science and which don’t.
Read MoreTech Stocks Jump on Musk Twitter Foray
Tesla’s Elon Musk has set a fire under tech stocks with his disclosure that he owns more than 9% of Twitter, potentially making him the biggest stakeholder in the company.
Read MoreTech Talk: An “80% Off” Sale
In the latest episode of his ‘Tech Talk’ series, Alphinity’s Trent Masters discusses some key takeaways from the month, and looks at the key trends post reporting season.
Read MoreThe Amazing Hyperscalers
Montaka believes the long-term winners in the AI sector are already known with a high degree of certainty but that the stock prices of these businesses are failing to adequately reflect this.
Read MoreAmazon Makes Hasty Retreat into Cyberspace
It’s official, Amazon can’t compete with the very bricks and mortar retailers it has been forcing to either close, change or move in different directions to escape the jaws of the online giant.
Read MoreCybersecurity and Computer Chip Shortages
With cybersecurity and computer chip shortages still global concerns, Magellan’s Adrian Lu looks at the future of Enterprise Software companies and how they are addressing these key issues.
Read MoreTech Sector Outlook and What Matters to ‘Meta’
Magellan’s Ryan Joyce talks about the current valuation of the tech sector and why 2020 and 2021 created the ‘perfect storm’, with a deeper look into Meta and some news from Alibaba.
Read MoreGlobal Technology: Taking volatility in stride
Janus Henderson’s Denny Fish believes that recent tech sector volatility is a response to higher interest rates rather than a judgment on these companies’ ability to reshape the global economy.
Read MoreIndustry 4.0 Drives the Additive Manufacturing Revolution
As concerns around global supply chains mount, GAM Investments’ Kevin Kruczynski argues that additive manufacturing (3D printing) could provide a more reliable, sustainable and efficient solution.
Read More“Old” Normal Bad News for Streaming Services
With Covid restrictions easing, economies re-opening and consumers moving about, the boom sectors like streaming video have become less attractive to more and more investors.
Read MoreBuying Opportunities Beckon Amid Biotech Bloodbath
The sharp retreat in global biotech valuations is creating rare buying opportunities as investors flee ‘riskier’ sectors on the back of rising rates, dwindling liquidity and heightened geopolitical tensions.
Read MoreTech Talk: Valuations (finally) matter
In the latest episode of his ‘Tech Talk’ series, Alphinity’s Trent Masters discusses some key takeaways from the month, and shares his thoughts on Microsoft’s $70bn spend on games.
Read MoreNew Age Currencies vs Visa & Mastercard
Magellan Portfolio Manager Elisa Di Marco takes a closer look at the proliferation of ‘new age currencies’ and assesses how both Visa and Mastercard are positioning for this strong competition.
Read MoreAdobe: Inspiring digital creativity and sustainability
Hamish Chamberlayne from Janus Henderson discusses why he considers Adobe a good example of a company that has a positive impact on both society and the environment.
Read MoreMegatrends Continue Supporting Semiconductors
Threatened with higher discount rates as inflation rises, investors are wondering if they should reposition their portfolios this year. ETF Securities looks at semiconductors in this context.
Read MoreThe Competitive Advantage of Big Data
Harnessing the power of data is critical for companies to maintain a competitive edge in a technological age. GAM Investments’ David Goodman looks at some companies doing so.
Read MoreThe Metaverse: Does it meta?
The buzz around the “metaverse” has gone into overdrive as the (virtual) reality draws closer and internet giants make big bets on its success. But is it all it’s cracked up to be?
Read MoreFAANGs Remain the Engine Room of the Nasdaq-100
Despite a bit of a stumble so far this year, the big-tech stocks known as the FAANGs continue to dominate the broader US indices. ETF Securities breaks down the reasons why.
Read MoreMarket Bares its Fangs to Techs that Disappoint
Investors can be excused for feeling more than a little dazed and confused after the very scratchy December quarter reporting period for the market leaders of the past few years – the megatechs (AKA the FAANGs).
Read MoreThe Metaverse: The Next Wave of Digital Innovation?
From Gucci bags to aeroplanes, the Metaverse has sparked a wave of innovation. GAM Investments’ Mark Hawtin looks at the opportunities within a market predicted to be worth USD 1 trillion.
Read MoreAlphabet Result Spells Out a Solid Future
Just as Apple did with its stellar 4th quarter results, search and video giant Alphabet (Google) has blown up the idea that tech companies have peaked as investment ideas.
Read MoreiNvestors iN Love with iMpressive Apple
Tesla has been great, but the award for listed company of 2021 surely goes to Apple as investors lifted its value to an unheard-of $US3 trillion on the first trading day of the New Year.
Read MoreThe Outlook for Robotics in 2022
Some investors have begun to question whether thematic ETFs still have a place in portfolios. ETF Securities explains why it believes products like their ROBO are still key strategic holdings.
Read MoreThe EV Space in 2022: To infinity and beyond
With so many electric vehicles set to enter the market from legacy and new auto makers, 2022 could well mark their commercial tipping-point. Let’s take a comprehensive look at the current state of play.
Read MoreThe Top 5 Future Mobility Stocks for 2022
Global transport is changing at breakneck speed, rushing to meet the demands of global warming. ETF Securities looks at the top five stocks powering the future of mobility.
Read MoreMegaport Shares Hit on Sector Weakness, Soft Guidance
Investors sold off Megaport shares yesterday amid more general weakness among the techs and what investors thought was a less than convincing update for the second quarter.
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