Darius McDermott: Different ways to allocate to technology
It has been oversold to the point where some tech now looks particularly attractive
Technology
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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
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How the Faangs lost their bite
The over-valued tech stocks struggle to offer any benefits for investors less willing to pay their premium
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Investors need to return to nuts and bolts
‘As good as Amazon, Google, Apple and Microsoft are, they can’t deliver without companies that make things’
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Inflation and wage rises boost case for robotics
Labour scarcity presents an opportunity for automation to help ease these pressures
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Polar Capital buoyed by ‘sustainable’ EM and healthcare funds as clients ditch tech
Polar Global Technology hit by £413m in redemptions after being one of 2020’s biggest winners
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Robeco unveils EM-focused tech fund to capitalise on next wave of internet users
Strategy invests in publicly listed local high-growth internet and technology stocks across the emerging markets
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Mark Casey: Why 2021 could be a watershed moment for Big Tech
World’s largest tech companies could come under increasingly aggressive antitrust and regulatory scrutiny
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DFMs mull whether trendy tech stocks have lost their shine
Funds from Baillie Gifford, UBS, Janus Henderson and Axa Framlington have hefty exposure to companies clobbered in the tech sell-off