Technology (43)

Are tech stocks now bond proxies?
Equities

Are tech stocks now bond proxies?

There's never a quiet time for US technology stocks, it seems. The latest issue has been a very...

By Lars Kreckel

17 Jan 2022

3 min read

China’s techtonic shift
Lars Kreckel
Equities

China’s techtonic shift

What should investors make of China’s crackdown on its technology companies?  
By Lars Kreckel
18 Aug 2021
3 min read
The tech sector: an inflation beneficiary?
John Roe
Equities

The tech sector: an inflation beneficiary?

Much has been made of inflation as the potential cause of technology stocks’ recent underperforma...
By John Roe
21 May 2021
4 min read
The Amazonification of investing
Shaunak Mazumder
Equities

The Amazonification of investing

"People overestimate what can be done in one year, and underestimate what can be done in 10 years...
By Shaunak Mazumder
22 Apr 2021
3 min read
2021 predictions grey swans
Economics

2021 predictions grey swans

As 2020 comes to a close and a new year dawns, our Asset Allocation team reflect on which...

By Emiel van den Heiligenberg

23 Dec 2020

3 min read

Flipping tech: facing four risks to the sector
Equities

Flipping tech: facing four risks to the sector

We have liked tech for a while, but recently there have been some challenges to our positive view...
By Christopher TeschmacherLars Kreckel
19 Nov 2020
4 min read
Stumbling stocks: Tech-tastrophe or tech-tantrum?
Lars Kreckel
ESG and long term themes

Stumbling stocks: Tech-tastrophe or tech-tantrum?

After months of smashing through record upon record, the ‘mega techs’ have taken a precipitous...
By Lars Kreckel
11 Sep 2020
2 min read
What the tech is going on?
Lars Kreckel
Equities

What the tech is going on?

We revisit our case for holding technology stocks, and ask whether now is the time to start takin...
By Lars Kreckel
03 Sep 2020
3 min read