Small caps: The rise of the pocket rockets
Almost 200 smaller companies beat the ‘magnificent seven’ last year, despite big tech hogging the limelight
Mega caps
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Antipodes’ Savas: We see dotcom parallels as investors ignore valuation extremes
Valuations on mega-cap US stocks are at ‘dotcom era extremes,’ warns Alison Savas
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The tech giants are facing an ‘existential event’
Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question
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Downing’s Paget: Flock towards global ‘titans’ will be seen as ‘collective hysteria’
Domination of mega caps has ‘never continued indefinitely’
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Should investors be rethinking their technology exposure?
Technology exposure was essential over the past decade, but a more nuanced approach is necessary from here, writes Darius McDermott