There are 36 item(s) tagged with the keyword "Technology".
Displaying: 1 - 10 of 36
Portfolio Manager Alison Porter discusses how AI innovation is accelerating the development of autonomous driving, as well as the opportunities and challenges for its commercial adoption.
Head of EMEA and Asia Pacific Equities Lucas Klein and Head of Americas Equities Marc Pinto argue that progress on the trade impasse, further monetary easing, pro-growth reforms, and an innovation revolution should all prove supportive to equities over the mid term once the market moves past near-term volatility.
Portfolio Manager Richard Clode discusses President Trump’s latest semiconductor restrictions, which are advancing the shift towards AI chip deglobalisation.
Portfolio Manager Richard Clode discusses the key learnings from NVIDIA’s annual technology conference, a key event highlighting the rapid progression of the AI revolution, including opportunities created by agentic AI.
Portfolio Manager Richard Clode joined NVIDIA’s most recent earnings call. He highlights the main considerations for investors on the company, as well as the generative AI tech wave more broadly.
In this video, Newton US equity income portfolio manager John Bailer considers the impact of DeepSeek on the US equity market.
Walter Scott client investment manager Murdo MacLean dissects the medtech industry. Has the innovation boom of the past decade peaked?
The complexity of artificial intelligence demands an active investment approach to effectively identify opportunities and offer genuine market exposure to investors.
Janus Henderson's recent Global Investment Summit explored growth drivers in equities, noting record levels of innovation in healthcare and technology as well as developments in real estate and sustainability.
In the first installment of a three-part series, Portfolio Manager Denny Fish and Investment Strategist Michael McNurney explore how artificial intelligence (AI) has come to quickly dominate the investment landscape and what it means for the global economy and equity markets.
Displaying: 1 - 10 of 36