Big Tech

Datasite's Merlin Piscitelli: AI investments have been made and now we are waiting for the pay off

Technology

Datasite's Merlin Piscitelli: AI investments have been made and now we are waiting for the pay off

Scale of AI investment is 'staggering'

clock 03 October 2024 • 4 min read
Global fund managers remain bearish despite bets on a soft landing

Economics

Global fund managers remain bearish despite bets on a soft landing

Long Big Tech is the most crowded trade

clock 20 July 2023 • 2 min read
Have the FAANGs become toothless?

US

Have the FAANGs become toothless?

Lost over $2.3trn this year

clock 05 December 2022 • 4 min read
How to invest in a recession

Investment

How to invest in a recession

Mild recession already priced in

clock 11 August 2022 • 4 min read

Technology

Roundtable discussion: Can tech sector become an income play for investors?

Large cash positions supportive

clock 19 May 2021 • 3 min read

ESG

From pipe dream to imperative: Companies must act on carbon offsetting plans now for a better future

Deep Dive into ESG - net zero

clock 21 April 2021 • 3 min read

ESG

Big tech is failing on ESG: Why corporates must do more to tackle social inequality and drive meaningful change

Failure to do so will erode public trust

clock 26 February 2021 • 5 min read

Asia

Charging up and charging ahead: Six drivers of Asian dominance in 2021 and beyond

What factors will spur confidence in the Far East?

clock 12 February 2021 • 1 min read

Technology

Upping the antitrust? US big tech under siege spells value for investors

Are fears of breaking up behemoths overplayed?

clock 10 February 2021 • 4 min read

Equities

The road to a united, sustainable America? Macro risks will do little to destabilise companies' ESG efforts

Deep Dive into US equities

clock 03 February 2021 • 4 min read
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