There are 27 item(s) tagged with the keyword "technology".
Displaying: 21 - 27 of 27
We maintain high expectations for growth around the theme of technological innovation, which is where wealth creation can occur in any economic cycle. Our experience in active management helps us identify companies displaying innovation that leads to sustainable competitive advantages and favourable growth regardless of market conditions.
Growth stocks have strongly rewarded investors over the last decade, but are signs now emerging that the market’s enthusiasm has gone too far? Fidelity Global Special Situations Fund Manager Jeremy Podger assesses the recent growing pains and whether non-tech areas can pick up the slack.
The technology sector had a strong year in 2017 and investors have begun to question whether the stellar performance means stocks are now overvalued. Here we assess whether now is the time to embrace a wider opportunity set across the tech space and how opportunities within this theme are being captured in the Fidelity Global Special Situations Fund.
After performance weakness in the immediate aftermath of the Brexit referendum, UK property delivered a strong return in 2017. In the first of two guest posts looking at the property environment in different parts of the world, Tony Brown, CIO of M&G Real Estate, discusses where this leaves us in terms of the key themes in UK property in the period ahead, both from a cyclical and a longer term structural perspective.
Watch Simon Laing, Head of US Equities, discuss his thoughts on the recent volatility in markets, and what that means for the technology and healthcare sector.
After several years of stagnant corporate earnings, 2017 saw an improving picture as global earnings growth broadly kept up with the rise in markets. Jeremy Podger assesses whether this dynamic can continue to support equities and the potential implications for market leadership in the coming months.
Simon Edelsten, manager of the Artemis Global Select Fund and Mid Wynd International Investment Trust, explains how new technology is changing the market for media and what that means for the funds.
Displaying: 21 - 27 of 27