Are cloud stocks finally an attractive bargain?
Share prices for infrastructure players reflects ‘undue pessimism’, says Rathbones equity analyst Ben Derber
Share prices for infrastructure players reflects ‘undue pessimism’, says Rathbones equity analyst Ben Derber
After delivering stellar NAV growth of 45.5% in 2021
Manager Stephen Yiu buys North American railroad stocks after dumping Meta and Paypal
The over-valued tech stocks struggle to offer any benefits for investors less willing to pay their premium
‘As good as Amazon, Google, Apple and Microsoft are, they can’t deliver without companies that make things’
Labour scarcity presents an opportunity for automation to help ease these pressures
Polar Global Technology hit by £413m in redemptions after being one of 2020’s biggest winners
Strategy invests in publicly listed local high-growth internet and technology stocks across the emerging markets
World’s largest tech companies could come under increasingly aggressive antitrust and regulatory scrutiny
Funds from Baillie Gifford, UBS, Janus Henderson and Axa Framlington have hefty exposure to companies clobbered in the tech sell-off
Investment trusts account for over a quarter of the mid-cap index
Lack of technology will hit index as people are forced to digitalise their lives