Technology

Display ads are now part of the online experience. But, as Magellan’s Michael Collins writes, they also face privacy and regulatory challenges that reduce their effectiveness.

As Annabelle Miller from PM Capital explains, while they have fallen to a certain degree, tech  valuations are yet to fully reflect the deteriorating earnings growth in the sector.

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.

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. 

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.

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.

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.

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.

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.

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.

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.