Tech Talk: Too early for “Mission Accomplished?”
Markets have posted some strong gains over the last month but have we started to see an earnings trajectory as we delve into 2023? Alphinity’s Trent Masters takes a look.
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Why Small Data Is the New Big Data
GAM’s Chris Longworth and Silvia Stanescu discuss the prevalence of small data problems in finance, as well as some of the approaches that can be applied to address them.
Read MoreUnlocking the Industrial Internet of Things
GAM Investments’ Kevin Kruczynski considers the increasingly important role 5G networks will play in the Industry 4.0 ecosystem, as well as the potential beneficiaries from these developments.
Read MoreWhy the Cloud Investment Opportunity Will Outlast an Economic Downturn
Magellan’s Adrian Lu explains why the global shift to cloud computing is a seismic and transformational trend that his firm has been backing for several years now.
Read MoreApple Eyeing China Flashpoint with Added Interest
One company extremely interested in how the current situation in China plays out is Apple, with the fate of its sales in its most profitable quarter very much in the balance.
Read MoreBluGlass (ASX: BLG) Demonstrates Feasible Reliability of Laser Diodes
BluGlass Limited President Jim Haden sits down with FNN’s Tim McGowen to discuss achieving a key reliability milestone for the company’s laser diodes.
Read MoreTech Talk: Are the FAANGs dead?
Alphinity IM Global Portfolio Manager Trent Masters shares his thoughts regarding FAANG stocks and the decline in share prices of leading tech companies.
Read MoreAre Technology Stocks Set to Turn Higher?
Fidelity explains why they are starting to think the tech sector looks inexpensive compared both to its own history and the rest of the stock market.
Read MoreMarket Punishes Xero to the Tune of 10%
Investors punished accounting software multinational Xero yesterday after it released mixed interim results which were topped by the surprise exit of CEO Steve Vamos.
Read MoreMagellan Minutes: The great ‘chip’ saga continues
Magellan’s Adrian Lu discusses the US/China chip export restrictions, the recent US Chips Act, and why these changes may benefit a recent addition to the Global Fund, ASML.
Read MoreMagellan Minutes: Is it time to get excited by tech?
In this video, we hear from Magellan’s Ryan Joyce as he provides an overview of why the tech sector has recently underperformed and where the opportunities lie ahead.
Read MoreCovid Controls Worm into Apple Production Line
Apple underlined the problems afflicting China’s economy on Monday with a warning that Covid controls would see current quarter iPhone production, exports and sales fall.
Read MoreOne-Star Review Continues for Amazon Result
Amazon shares slumped more than 5% on Tuesday to well under $US100 each, putting the company’s market value under $US1 trillion for the first time in two and a half years
Read Moreicetana (ASX: ICE) Discusses Macnica Deal and New Product Launch
icetana Limited CEO and Managing Director Matt Macfarlane discusses the company’s recent deal with Japanese group Macnica and the launch of a new product.
Read MoreMeta Shares Tank after Horror Result
Shares in Meta slumped 18% after hours Wednesday after the company not only revealed falling revenues but a 52% slump in net profit for the September quarter – worse than even the most pessimistic forecasts had predicted
Read MoreInvesting in Tech Stocks After the Big Blowout
Lei Qiu from AB explains why, despite technology stock weakness, they think technological innovation is entering a new phase in several areas poised for strong growth.
Read MoreAlphabet, Microsoft Reports Miss the Mark
Investors will take no heart from the quarterly reports from tech giants Alphabet and Microsoft after hours Tuesday.
Read MoreTech Talk: Under Pressure
Alphinity’s Global Portfolio Manager Trent Masters discusses market volatility and his key takeaways from spending the previous two weeks in New York and San Francisco.
Read MoreSnap Business Model Looking More Like Broken
A 25% plunge in the price of Snap shares in a matter of minutes on Thursday was not a sight investors would have wanted to see ahead of a big quarterly reporting week for tech majors.
Read MoreIs Google’s LaMDA Chatbot Sentient?
Google’s LaMDA has reignited the debate about the ethical risks of AI development and application. Mary Manning from Alphinity IM asks the key question: Is it sentient?
Read MoreInnovation a Catalyst for Growth in Emerging Markets
While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the trajectory of emerging markets on more stable footing.
Read MoreNetflix Report Set to Usher in New Era of Broadcasting
Details from next month’s Netflix quarterly report could well turn US media on its head and totally change televisual broadcasting as we have come to know it over the past 70 years.
Read MoreTech Talk: Better than feared?
Alphinity’s Trent Masters analyses the reporting season that wasn’t quite as bad as people feared, earnings expectations for this year and next and the divergence in technology.
Read MoreGPUs are Driving the Future of Computing
Hamish Chamberlayne and Richard Clode from Janus Henderson discuss how the tiny graphics chip is playing a huge role within the global digital transformation.
Read MoreBatteries Enabling the Energy Transition
Rapid growth, high barriers to entry, and massive innovation are just three reasons Platinum’s Liam Farlow believes batteries are an exciting area to invest in over the next 5-10 years.
Read MoreTalking Tech: Where Israel’s tech experts are investing
In this video, OurCrowd Managing Director Dan Bennett talks with Tim McGowen about the various opportunities available for investments in technology via private markets.
Read MoreGame On: Why esports and gaming can take it to the next level
VanEck’s Alice Shen looks at the esports and gaming sector, one of the world’s fastest growing industries with an estimated 3.2 billion users and projected earnings in the hundreds of billions.
Read MorePower Semiconductors Powering Our Lives
The wide adoption of EVs and the green transition will each have a profound effect on both the power semiconductor market and our lives, as Platinum’s Jimmy Su explains.
Read MoreWiseTech Living Up to its Name for Investors
Perhaps the strong revenue and profit growth experienced by WiseTech will finally quieten all the naysayers and sceptics the global logistics group seems to have collected along the way.
Read MoreDigital Twins
GAM Investments’ David Goodman considers how ‘digital twins’ can fundamentally change industries via living digital simulation models that change alongside their physical counterparts.
Read MorearchTIS (ASX: AR9) – Sensitive and Classified Information Shared Securely
archTIS Limited CEO and Managing Director Daniel Lai discusses his company’s client base and growth plans, international markets, and collaborations with Microsoft and KPMG.
Read MoreeCargo Holdings (ASX:ECG) sells Amblique
eCargo Holdings Group CEO Lawrence Lun discusses the sale of Amblique, how the proceeds will be used, and the roadmap for the coming months.
Read MoreEmerging Tech Not for the Faint of Heart
As the recent rollercoaster ride for network as software services (NASS) company Megaport shows, the life of an emerging tech stock can be hard – as it can for those who invest in them.
Read MoreGlobal Tech Sector Navigates a Year of Transition
Denny Fish from JH explains why this year’s challenges to the tech sector are partly owed to the “math” of equity valuation and the aftereffects of earlier successes in certain sub-industries.
Read MoreMagellan Analyst Round Table 2022
In this video, Magellan’s sector analysts discuss inflation, supply snarls and how interest rates are affecting banking, technology, infrastructure and consumer staples.
Read MoreDemystifying Bitcoin, Blockchain and Digital Assets
Amid all the misinformation, investors need to remind themselves of the huge underlying value of Bitcoin, blockchain and crypto. Here, Holon takes us back to the basics.
Read MoreMonday Market Minutes: Momentum Snapped
The recovering confidence in tech companies on Wall Street ran into a couple of less than successful stories late last week, ending the market’s latest flirtation with the sector at just the wrong time.
Read MoreTech Stock Valuations Have Become Reasonable
As Tim Murray from T. Rowe Price explains, tech sector premium has largely reversed to pre‑pandemic levels but remains elevated. Despite the recent rout, tech stocks still aren’t cheap.
Read MoreWhy the FANGs Are Primed to Win the Metaverse
Despite becoming one of the hottest investment topics, the metaverse has left many investors bemused, wondering what it is and where the investment opportunity may be.
Read MoreTech Talk: A difficult reporting season ahead
In this month’s Tech Talk, Trent Masters from Alphinity IM reflects on the last month in markets and looks ahead to what’s set to be the most difficult reporting season in recent times.
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