PARTNER INSIGHT: Technology has been a driving force in equity markets over the last 12 months but the sector continues to divide investors. Watch Ali Unwin discuss what he believes are some of the most common misconceptions when it comes to investing in technology.
In the video Ali discusses:
- Tech misconceptions & valuations
- Where he is finding the most compelling opportunities
- The importance of scale in tech
- What he looks for in small & mid cap companies
This Fund may have a high volatility rating and past performance is not a guide to future performance. The value of an investment and any income from it can fall as well as rise as a result of market and currency fluctuations and your clients may not get back the original amount invested. References to specific sectors and securities are for illustration purposes only and should not be taken as a solicitation to buy. This Fund holds a greater percentage of mid and smaller company stocks which can be higher risk than those in larger companies. Neptune funds are not tied to replicating a benchmark and holdings can therefore vary from those in the index quoted. For this reason the comparison index should be used for reference only. Please remember that forecasts are not a reliable indicator of future performance. The content of this document is formed from Neptune's views as at the date of issue. We do not undertake to advise you as to any change of our views. Neptune does not give investment advice and only provides information on Neptune products. Please refer to the Prospectus for further details.
Industry Voice: Over the last two years, emerging markets have enjoyed a strong return to outperformance, driven by the first synchronised global growth episode since before the global financial crisis. With emerging market economic indicators accelerating...
Over the past two years, emerging markets (EMs) have enjoyed a strong return to outperformance, driven by the first synchronised global growth episode since before the global financial crisis.
Ali Unwin explains the ongoing data-mining fallout that has engulfed Facebook in recent weeks, highlighting the implications for tech companies and the two biggest risks for the social media giant.