electronics

Alternatives

Industry Voice: Semiconductors - an industry shaping the modern world

Unbeknownst to many, semiconductors underly many facets of modern life, from mobile phones to automobiles. The Ninety One Quality team analyse the industry and discuss long-term winners in the space.

15 March 2023 • 6 min read

Technology

Networking opportunities: Who are the main beneficiaries of the 5G revolution?

Key tech sectors worth keeping an eye on

07 December 2020 • 3 min read

Markets

Three 'safe haven' equity picks from fund managers

Top picks to weather Covid-19 storm

28 July 2020 • 4 min read

Investment Trusts

Monks investment trust drastically cuts exposure to cyclicals amid 'stretched valuations'

Weighting drops to over 26% of portfolio

10 December 2019 • 5 min read

Markets

Fidelity's Wright: The UK's most shorted stocks - and why I own two of them

Which companies are on the list?

30 May 2019 • 3 min read

Investment Trusts

Fidelity's Wright looks to performance turnaround on Special Values trust

Hopeful of revival amid geopolitical risks

20 May 2019 • 3 min read

Asia

Square Mile: Japanese equities will still reign supreme after Emperor Akihito's abdication

New era, but same success stories

30 April 2019 • 5 min read

Investment

Michael Lindsell: What we're expecting from Japanese equities this year

Holdings will need to "plough through their own furrow"

02 January 2019 • 4 min read

Emerging markets

EM earnings: Where do we go from here?

Emerging markets (EM) have endured a tricky spell this year as the impact of US trade policy changes and slightly weaker earnings than expected rocked the sector.

02 October 2018 • 2 min read