Big tech propels Scottish Mortgage outperformance
Strong rises in the share prices of Alibaba, Tencent and Baidu in the last six months have boosted the performance of the £6.3bn Scottish Mortgage Investment Trust, according to its latest results.
Technology
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Tech tops returns in October, while gold bottoms
Investors in technology funds enjoyed strong returns in October, while four of the worst performing funds in the month were gold invested.
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Axa IM launches digital economy fund
Axa Investment Managers has launched an equity fund that invests in companies benefiting from the switch to a digital economy.
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‘Do or die’: Asset managers urged to embrace tech
Asset managers must embrace technological developments that will drive exponential change in the industry or risk missing out on growth, according to a PwC report.
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Advisers set to embrace platform technology
A third (36%) of financial advisers plan to direct more business to platforms over the next 12 months, according to a report by Aegon.
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PA ANALYSIS: Is there a tech bubble?
Valuations of some technology stocks have sky-rocketed in recent times, sparking comparisons with the tech bubble at the turn of the millennium. Is this time different?
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PA ANALYSIS: Rise of the machines
It’s been 33 years since the first Terminator film hit our cinema screens, but it hasn’t stopped many obsessing about a possible robot uprising.
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M&G’s Rhodes keeps faith in US dividends
The US remains the best dividend market in the world “by a mile” and yield opportunities still exist despite high valuations, M&G’s Stuart Rhodes believes.
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PA ANALYSIS: Why tech is not all about growth
In the not too distant past, the notion of investing in technology for anything but capital growth would have been scoffed at.
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Smith & Williamson unveils Artificial Intelligence equity fund
London-based investment boutique Smith & Williamson has launched a new Ucits-compliant global thematic fund which will invest in stocks set to gain from developments in Artificial Intelligence.
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DeVere CEO sells remaining STM stake to focus on fintech
The founder and chief executive of the deVere Group, Nigel Green, has sold his remaining 2% stake in the specialist Qrops provider STM Group.
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Forget FANGs, it’s time to stick your teeth into STATs
While the FANG stocks have stolen the limelight over the past decade, Portfolio Adviser looks at the new group of tech stocks in town threatening to steal their crown.