ga ms hawtin avoids hype in technology sector
Instead of only focusing on products garnering press coverage, investors should look at cyber security and storage as areas with potential for huge growth.
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Entering the age of the thematic investor
Many seem fond to talk up the “return of the stockpicker” but what about the age of the thematic investor?
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Calastone enables auto rereg for 80 of FMs
Over 80% of UK fund managers can now automate their asset re-registration via associated third party administrators (TPAs), according to Calastone.
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is tech pick iphone blackberry
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.
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Technology shakes its stigma and gets second wind
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.
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tech temptation dangled but wms dont bite
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.
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structurally positive vulnerable oneill tech
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.
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looking beyond macro reveals healthy us technos
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.
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Polar Capital’s Evans predicts flood of social media IPOs
Polar Capital Technology Fund co-manager Nick Evans is rotating his portfolio away from large caps.
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Polar Capital sees assets rise by 50% in past 12 months
Polar Capital’s results showed assets under management jumped by 53% as profits rose three-fold.
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Pictet fund looks to Facebook and Groupon investor
Pictet’s 417m Russian Equities Fund has taken a position in Russia’s largest internet company.