Look for companies exploiting new technologies
Scottish Mortgage's Anderson 'perturbed' by political climate and lack of support for next Amazon or Baidu
Baillie Gifford's James Anderson, co-manager of the £4.5bn Scottish Mortgage investment trust, has expressed his concern about recent rhetoric used by the UK and US governments, and warned of the impact of their policies on developing the next generation...
Tech giant represents 10% of trust
Many worry tech stocks are becoming pricey
Lawrence Gosling talks to Capital Group's Jody Jonsson, manager of the New Perspective strategy, about China's prospects, why Amazon is reasonably valued, and the attraction of tech start-ups for graduates.
Investment Week's US Crib Sheet: All the best articles, infographics and videos from across the industry
Investment Week highlights a range of interesting articles on issues including the impact of a Trump presidency, should investors fear a US recession and the rise of robo-advisers.
Multi-asset managers tell Investment Week their current US positioning in the face of further market volatility as interest rate rises and the presidential election loom later in the year.
Strong fundamentals in Cisco and Microsoft
Tech-heavy Nasdaq up 10% last year
Utilities and telecoms are being negatively impacted by interest rate environment changes, but some sectors are showing resilient economic growth, says Evan Bauman, portfolio manager on the Legg Mason ClearBridge US Aggressive Growth fund.
Focused on the 'big three' tech giants
Credit Suisse estimates revenues from the sharing economy will grow from $15bn in 2013 to $335bn in 2025, but how can investors access it? Mike Fox, head of sustainable investment at Royal London Asset Management, explains.
Six of the biggest tech stocks