Jeremiah Buckley explains why, in 2025, he expects the market to increasingly differentiate between companies delivering on growth expectations and those falling short.
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As the AI tailwind begins to mature in 2025, Alison Porter says investors in technology stocks should recognise that waves are lengthy and be prepared for higher volatility.
Marc Pinto and Lucas Klein say a market broadening that started in 2024 could continue into next year, creating opportunities for active investors.
How is the power of innovation in the tech sector rising up to meet the AI power challenge?
Discussion on the implications for tech investing in terms of demographic differences, geopolitical factors, and why patience is needed to invest in AI opportunities.
Accessing the promising return potential of AI requires a thorough understanding of this investment theme’s unique set of risks.
A visit to a leader in robotic surgery, to find out more about their latest innovation and sustainability efforts.
Hear how AI and other advances in healthcare are transforming patient outcomes and leading to new investment opportunities.
NVIDIA’s latest earning results reflect continued solid growth for generative AI offerings.
Both companies and households stand to benefit from the myriad ways AI can enhance productivity.
Recent volatility in tech stocks was mainly driven by other factors and not stock fundamentals. Opportunities emerge for active managers when there are price dislocations.