Search Result(s)

There are 26 item(s) tagged with the keyword "technology".

Displaying: 1 - 10 of 26

Quick View: nVIDIA – focus on the fundamentals, not the hype

Portfolio Manager Richard Clode comments on nVIDIA’s latest earnings announcement and discusses the factors supporting more sustainable returns for the company.

Tags: Janus Henderson, Technology
Recharging the EV trade

Why the electric vehicles (EVs) trade could be set for a boost – and why Newton is well prepared to explore this and other alternatives markets.

Tags: BNY Mellon Investment Management, Sustainability, Multi-Asset, Technology, Alternatives
Mettler Toledo: a picture of consistency

Walter Scott client investment manager Murdo MacLean profiles Mettler Toledo, a Swiss-headquartered, US-listed manufacturer of precision weighing and analytical equipment.

Tags: BNY Mellon Investment Management, Technology, Sectors, Equities
JH Explorer in Singapore: AI-focused client event at Google

Ahead of speaking at a recent client event focusing on generative AI at Google’s Asia HQ in Singapore, Portfolio Manager Richard Clode shares his thoughts on Google, and AI as the next major compute wave that is going to define the next decade and disrupt many industries.

Tags: technology, Janus Henderson
How will the AI hype impact European equities?

John Bennett, Director of European Equities, discusses the pitfalls associated with following the ‘hype’ of artificial intelligence (AI) and highlights where opportunities lie for investors.

Tags: technology, Janus Henderson
What is the metaverse, and is it really the next big thing?

In the first of a two-part blog, we delve into the metaverse, and consider how far the vision is from becoming a (virtual) reality.

Tags: LGIM, Technology, Equities
China's techtonic shift

What should investors make of China’s crackdown on its technology companies?

 

Tags: LGIM, China, technology
Running out of cash: how the world is embracing digital payments

From bagels to central banks, global money systems are becoming increasingly digital.

Tags: LGIM blog, ESG, technology, energy, equities
'Renewable, electric, digital': the Fourth Industrial Revolution

Portfolio Manager and Head of Global Sustainable Equities Hamish Chamberlayne explores the changes ahead as we enter a decade of transformation and explains the importance of digitalisation, electrification and decarbonisation.

Tags: Janus Henderson, equities, ESG, technology
PODCAST: Comparing the Recovery in US and Emerging Markets - Copy

Franklin Equity Group’s Grant Bowers and Templeton Emerging Markets Equity’s Chetan Sehgal join our Alistair MacDonald for a conversation about the rate of economic recovery in the United States versus emerging market countries and the implications for equity investors.

Tags: Franklin Templeton, Asia, Perspective, Coronavirus, economic recovery, market outlook, technology

Displaying: 1 - 10 of 26