How the Faangs lost their bite
The over-valued tech stocks struggle to offer any benefits for investors less willing to pay their premium
Technology
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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
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Allianz Technology Trust joins FTSE 250 as troubled healthcare stock gets dumped
Investment trusts account for over a quarter of the mid-cap index
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FTSE fails to live up to ‘low beta’ reputation amid coronavirus sell off
Lack of technology will hit index as people are forced to digitalise their lives
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Healthcare funds not quite what the ESG doctor ordered
Growing fund universe has £6bn in AUM
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Simon Clarke: Why old-fashioned wealth managers should ‘think of the children’
Wealth managers must keep up or risk losing out in the face a new generation of tech-savvy investors
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Alpha FMC adds trio to wealth management team
Consultancy spies opportunity as firms adapt to technological and regulatory change