While technology stocks globally are still expected to perform well in 2018, fund selectors should be particularly careful with sector picks in Asia, according to Deutsche Asset Management.
Category: Technology
Legg Mason launches Ucits EM fund
US investment manager Legg Mason has launched a Dublin-based Ucits version of its Legg Mason IF Martin Currie Emerging Markets Fund which has a focus on technology stocks.
Are FAANGs giving way to emerging tech?
EM tech companies have outperformed the famed FAANG stocks (Facebook, Apple, Amazon, Netflix, Google) this year. But do EM tech companies offer better opportunities on the long term as well?
Tech revolution the cure for falling return forecasts?
Long-term (beta) returns continue to trend downwards as the equity bull market keeps going, but the tech revolution offers a glimmer of hope for investors, according to JP Morgan AM.
Bitcoin interest beats gold in Google first
Google searches for ‘buy bitcoin’ overtook searches to ‘buy gold’ for the first time in October according to precious metals trader BullionVault.
Bitcoins – passing fad or new era of investment?
Bitcoins have attracted a tremendous amount of noise this year and are now firmly in the mainstream. But are cryptocurrencies a passing fad? Or should investors be paying attention?
Investors step up European equity buying
September saw renewed appetite for European equity ETFs after flows had dropped in August, according to data from Blackrock. But it was another asset class that really stole the show.
The secret to EM equity outperformance revealed
Many a fund manager will tell you that investing in overlooked, underappreciated ‘hidden gems’ will lead to outperformance. But in emerging markets, the opposite has worked this year.
ANALYSIS: Are FANG stocks as safe as they seem?
Despite their dear price tag, the FA(A)NG stocks have had remarkable staying power, surviving a sell-off and reaching record share price highs. But has the relative safety of the tech giants come to an end?
Tech stocks – time to take profits?
Technology stocks have been among the top performers over the past 12 months. While forward-looking P/E ratios are not excessive on a long-term comparative basis, investors may consider cutting their exposure.
