China’s post-Covid reopening could be spark for tech sector – Polar Capital’s Rogoff
Trust’s NAV per share up for first month since July
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Technology
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What do the experts think of US tech stocks?
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
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Gary Potter: Investors have too-weak/two-week memories
Fund managers must keep an open mind to change and appreciate fully the grave responsibility entrusted to them by clients
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Should investors bear with US?
Paul O’Connor of Janus Henderson and T Rowe Price’s Eric Papesh give their views on the prospects for American assets
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Twitter, tech stocks and untapped monetary potential
But what drove Elon Musk to buy the one of the world’s biggest social media platforms?
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Ben Goss: The call of (consumer) duty
Dynamic Planner CEO on the potential benefits of the looming legislation and tech’s role in aligning asset managers, advisers and end-investors
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Terry Smith adds Apple stake to flagship fund
Fundsmith Equity has opened a holding in the tech giant after this year’s slide in valuations across the sector
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Darius McDermott: Different ways to allocate to technology
It has been oversold to the point where some tech now looks particularly attractive
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US small caps and tech stocks top performance charts in July
Investors betting central banks may be more reluctant to rise rates as economic growth weakens
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Are cloud stocks finally an attractive bargain?
Share prices for infrastructure players reflects ‘undue pessimism’, says Rathbones equity analyst Ben Derber
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Polar Capital Tech sheds £357m as inflationary pressures bite
After delivering stellar NAV growth of 45.5% in 2021
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Blue Whale Growth buys defensive plays as tech-heavy fund tanks
Manager Stephen Yiu buys North American railroad stocks after dumping Meta and Paypal