Hindered by diversification efforts
Emphasis remains on growth companies
Stockmarket is more concentrated
Key to maintaining a balanced approach
Big sustainability challenges being tackled
Could 'fix a host of failings'
The old saying "markets like to climb a wall of worry" proved spot on in 2017, writes Russ Mould, investment director at AJ Bell.
While the big equity market story this year is the continuing rise of the FANGs (Facebook, Amazon, Netflix and Google) and their ability to disrupt established industries, markets have been brutal towards companies in those industries that are under attack....
How long can performance last?
Strong earnings in tech
Figures from Alphabet, Amazon and Microsoft
Development of EM and US themes
The mega-cap FAANG (Facebook, Apple, Amazon, Netflix and Google/Alphabet) stocks seem to be gathering strength and competitive dominance as they grow in size.
Amazon a key disruptor
Opportunity to achieve sustainable margins
Opportunities in e-commerce
How big is too big?
Targets AI hires if successful
As technology stocks pass their dotcom peak, Josh Spencer, manager of the T. Rowe Price Global Technology Equity fund, identifies six key disruptive megatrends within the sector.
FAIRR Institute director Maria Lettini
Top ten stocks revealed
'Big five' tech stocks hit recently
'Move online will be relentless'