There are 9 item(s) tagged with the keyword "tech".
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Despite strong earnings growth and reasonable valuations, equity markets continue to be buffeted by swings in sentiment from an escalating trade war. In this month’s equity market perspective, Investment Director, Ritu Vohora looks at the tug-of war between the bulls and the bears.
This week, M&G’s Stephanie Betts takes a look at how the tech sector in 2018 shapes up vs its 2000 predecessor; what are the similarities and differences between the two, and why is momentum (aka hope) currently winning out in the epic battle of earnings vs hope?
The world’s technology giants continue to capture headlines, having grown to dominate large industries as the world becomes increasingly digitised.
The technology sector had a strong year in 2017 and investors have begun to question whether the stellar performance means stocks are now overvalued. In this multi-media feature, we assess whether now is the time to embrace a wider opportunity set across the tech space with expert views from Fidelity Global Special Situations Fund manager Jeremy Podger.
Growth is a slippery and unpredictable beast – not that that stops people trying to forecast it – and when expected growth fails to materialise, the market can be unforgiving
Concerns have shifted to the potential for corporate profits to be undermined if a trade war erupts with China announcing a new round of tariffs on US products.
Since the financial crisis there has been large scale financial support from central banks. This era of extraordinary activity is coming to an end, but why?
The higher markets soar, the more vocal commentators have become about growth stocks’ extended period of outperformance over value businesses – just as they did before the tech bubble burst 18 years ago
How can investors weather the heights in asset valuations and the potential risks in 2018?
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