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The Global Technology Leaders Team at Janus Henderson reflect on 2021 and discuss the key themes driving long-term growth prospects for the tech sector but also sound a note of caution on investors’ irrational enthusiasm.
A global study of asset management professionals reveals investment over the coming 12 months will focus on technology and data infrastructure, and ensuring ESG compliance.
Many would argue that technology is advancing faster than at any period in human history. Whether that’s right or not is a debate for another day.
UK companies are embracing technological innovation, creating a diverse range of opportunities for investors.
Technology still one of the Megatrends and we wanted to see what funds are the most interesting to investing in technology. We have analysed funds from BlackRock, AllianceBernstein, Polar Capital and Fidelity.
BNP Paribas Asset Management (‘BNPP AM’) reveals the key findings of its latest survey conducted by Greenwich Associates1 on institutional and wholesale investors’ attitudes to thematic investing.
Themes
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