Forget FANG - 'old tech' holds key to US returns

Strong fundamentals in Cisco and Microsoft

clock • 2 min read

Last year's volatile market ride trickled over to the beginning of this year as investors fretted over global growth (particularly China), divergence in monetary policies across regions, Brexit, the Fed rate and the continued slump in oil price, writes Fidelity's Angel Agudo.

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on US

BoE's Andrew Bailey: Fed going down a 'dangerous road'
US

BoE's Andrew Bailey: Fed going down a 'dangerous road'

'Very concerning'

Patrick Brusnahan
clock 04 September 2025 • 1 min read
JPMAM's Katie Magee: Highlights from earnings season and the power of fundamentals
US

JPMAM's Katie Magee: Highlights from earnings season and the power of fundamentals

US earnings delivered 'well above expectations'

Katie Magee
clock 03 September 2025 • 4 min read
JM Finn's Jon Cunliffe: Trump's big pivot to Wall Street and why his focus will not move any time soon
US

JM Finn's Jon Cunliffe: Trump's big pivot to Wall Street and why his focus will not move any time soon

Strategic shift carries 'major implications'

Jon Cunliffe
clock 28 August 2025 • 3 min read
Trustpilot