The 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 MoreTechnology
The 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.
Read MoreMicrosoft Goes Mega in the Metaverse
On Tuesday, Microsoft found a use for just over half of its $US130 billion war chest with a $US68.7 billion all-cash acquisition of gaming group Activision Blizzard.
Read MoreAntisense Therapeutics: The pathway to commercialisation
Corporate Connect analyst Marc Sinatra has released a comprehensive research report on Antisense Therapeutics (ASX: ANP), placing a 12-month target on the company of $0.55 per share.
Read MoreWhat is Blockchain? Bitcoin? Ethereum?
We think the recent rise to prominence of cryptocurrencies requires a little bit of background information. Luckily, ETF Securities is here to help.
Read MoreMarket Putting All its Apples in One Precarious Basket
It is a dangerous moment for markets when just one stock has the weight of investor expectations riding on it, as seems to be the case right now with Apple.
Read MoreWhat the NFT is the Metaverse?
The “Metaverse” has recently leapt to prominence. Magellan’s Michael Collins argues that this touted ‘embodied internet’ might take a while to arrive and underwhelm when it does.
Read MoreThe Rise of Automation and Robotics
An ageing, growing population will amplify demand for goods and services around the world, creating exceptional opportunities in areas such as automation and robotics.
Read MoreModelling the Metaverse: The Fight to Profit from the Next Big Thing
What has long been a subject of science fiction—a totally immersive virtual world inhabited by all of humanity—is increasingly a part of Big Tech companies’ plans for future growth. And the winner is…
Read MoreMarket Shows Xero Tolerance for Cost Creep
Shares in Xero Ltd fell more than 6% yesterday as the company reported a 19% dip in first half earnings and committed itself to continue spending heavily on expansion.
Read MoreEmerging Markets Now Fertile Ground for Innovation
Janus Henderson’s Matt Culley explains how EM have seized upon the digital revolution to modernise their economies and create innovative business models to address local business needs.
Read MoreTop 5 Crypto Innovator Stocks
Most investors tend to think of cryptos as buying bitcoins directly. However, there are many fintech companies that help provide crypto products, services and innovation. Here are ETF Securities’ top five.
Read MoreQ&A with Perpetual’s Thomas Rice
Perpetual portfolio manager Thomas Rice takes us through the sectors he currently likes, key trends ahead for innovation investment and a ‘truly transformational’ US disruptor.
Read MoreMega Shock as Apple, Amazon Disappoint
The US megatech sector took two body blows on Thursday with weaker than forecast third quarter performances by the two giants – Apple and Amazon.
Read MoreTesla Market Cap Tops $1 Trillion
Facebook shares rose as investors overlooked weak quarterly numbers but the real star on Wall Street was Tesla, which topped the $US1 trillion mark for the first time ever.
Read MoreFive Fintech and Blockchain Companies to Know About
A fintech is just a business that helps bring better technology to financial services, making banking, insurance, and wealth management cheaper and more efficient. But what are some fintech companies?
Read MoreMicrosoft (MSFT US): Same but different
Everybody knows Microsoft. It is a business that has been the bedrock for how we get things done for decades. Alphinity’s Trent Masters takes us under the hood of this ubiquitous megatech.
Read MoreClimate Transition Supply Chains Rely on a Series of Weak Links
Whether you were warned by a friend to buy your Christmas presents in August or have been waiting for the new iPhone 13, you’ll know that global supply chains are facing severe disruption.
Read MoreChip Shortage Bites into Apple
Apple shares dipped in after-hours trading on reports that it will be forced to slash current iPhone production and sales forecasts by up to 10 million units because of the continuing shortage of computer chips.
Read MoreForget Nukes, Cyber Conflict is the 21st Century Crisis
The online age has heralded a new era of warfare, which pits not only sovereign nations against one another, but also cyber criminals against businesses, individuals, and their intellectual property.
Read MoreRansomware is So Rife it’s a Threat to National Security
Magellan Investment Specialist Michael Collins argues that cracking down on cryptocurrencies might ruin the risk-reward calculation for the criminals behind the proliferation of ransomware.
Read MoreHow Flutter is Replicating Sportsbet’s Australian Success with FanDuel in the US
According to Montaka’s Lachlan Mackay, if Flutter can replicate Sportsbet’s success with FanDuel, it will help to unlock the huge valuation upside that makes Flutter such a compelling investment today.
Read MoreWhat Does the Worsening Chip Shortage Mean for Investors?
With news suggesting that the semiconductor shortage is getting worse, investors are asking what it may mean for semiconductor companies and their shareholders.
Read MoreTech Majors Lead Market Lower
Tech stocks have been the powerhouse of the rebound in Wall Street shares since the depths of the pandemic – on Monday they headed towards correction territory as Nasdaq slumped more than 2%.
Read MoreFord, Mercedes Accelerate Pivot into EV Space
Ford and Mercedes Benz have provided further details about their planned spending spree on battery and new car plants in yet another sign of the enormous pent-up demand for key renewable materials.
Read MoreWhere Redwood Leads, Australia Needs to Follow
Founded by a former Tesla chief technology officer, Redwood Materials is leading the way in the recovery and recycling of precious metals used in EV batteries – and it is time Australia followed their lead.
Read MoreCreative Disruption: 5G Wireless Technology
MFS Investment Management explains how its research teams assess key factors to understand 5G implications through a long-term view in support of investment decisions.
Read MoreSpace Exploration is Going Private
The commercialisation of space comes with unknown promise but known risks. Magellan Investment Specialist Michael Collins has a look at why those involved aren’t so easily deterred.
Read MoreWhy Investors Should Care about Cybersecurity
Here’s why Schroders Investment Writer Jo Marshall believes investors should consider cyber preparedness in their investment decisions and how Schroders has engaged on the topic.
Read MoreThe Fundamentals Keeping Chips Hot
Semiconductors, or microchips, are like the brains that enable electronic devices – from televisions to phones and computers – to function. They are so ubiquitous that we can just forget they are there.
Read MoreThe Move to the Cloud: No Turning Back
With almost 60% of Australia currently in lockdown, and working and learning remotely, companies providing cloud computing software have been critical in allowing us some level of normality.
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