Pictet Asset Management’s Digital I fund has benefited from the collapse in Facebook’s share price after data scandal and introduction of the General Data Protection Regulation (GDPR).
Tag: Faangs
Robot revolution poised to shake-up fund industry
Asset managers may soon be able to use cutting-edge deep learning technology to gain a defensible competitive advantage, according to AI expert Nick Bostrom.
Can FAANGs keep momentum despite mixed results?
Last week’s highly anticipated release of the FAANG quarterly updates (minus the N) surprisingly ended up being somewhat of a mixed bag, but what can we read from the setbacks and successes of some of the world’s biggest tech giants?
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?
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?
The secret to US equity funds’ outperformance
Most active US equity funds struggle to ever outperform their benchmark. But this year, the secret to outperformance has been surprisingly straightforward.
Go for a Barbell-strategy, in US equities
European investors who are looking to increase their exposure to US equities are often looking to do so from a safe haven perspective. But they would do well staying clear of quality companies, unless they believe a recession is imminent.
