Development of EM and US themes
The mega-cap FAANG (Facebook, Apple, Amazon, Netflix and Google/Alphabet) stocks seem to be gathering strength and competitive dominance as they grow in size.
Opportunity to achieve sustainable margins
As technology stocks pass their dotcom peak, Josh Spencer, manager of the T. Rowe Price Global Technology Equity fund, identifies six key disruptive megatrends within the sector.
FAIRR Institute director Maria Lettini