UBS WM takes on tech and emerging markets
UBS Wealth Management is positioning its client portfolios to take advantage of a number of opportunities within technology and emerging markets.
UBS Wealth Management is positioning its client portfolios to take advantage of a number of opportunities within technology and emerging markets.
JP Morgan American manager holds firm on technology choices, despite holding back performance.
Bolko Hohaus, portfolio manager of Lombard Odier Technology Fund, picks the following five technology stocks.
Instead of only focusing on products garnering press coverage, investors should look at cyber security and storage as areas with potential for huge growth.
Many seem fond to talk up the “return of the stockpicker” but what about the age of the thematic investor?
Over 80% of UK fund managers can now automate their asset re-registration via associated third party administrators (TPAs), according to Calastone.
An interesting juxtaposition last week as Apple announced the runaway success of its new iPhone5 models, while Blackberry informed investors it is in discussions with a consortium led by Fairfax Financial regarding a possible sale.
Technology has bounced back into favour and is currently the most popular investment sector in the US, UK and Europe according to a recent survey conducted by BofA Merrill Lynch.
Over a decade has passed since the technology bubble burst and recently prospects have looked rosier. But many still see the sector as encapsulating the worst excesses of speculative investing.
After looking at what Q3's corporate earnings season threw up, Bill O'Neill takes a specific view on technology where he sees short-term knocks but longer-term benefits.
Bill O’Neill looks at the micros not just the macros in the US and predicts a bumpy short-term ride for the US technology sector but with a far healthier long-term picture.
Polar Capital Technology Fund co-manager Nick Evans is rotating his portfolio away from large caps.