Apple

Asian companies are at the cutting-edge of research and development in areas like AI, the smart-home and virtual reality, writes Daniel Tubbs, head of global emerging markets at Mirabaud Asset Management.

At its core, investing is about increasing wealth. During a period of cyclical upheaval and mean reversion - generously spiced with global political change - it can be healthy to remind ourselves what drives returns on a fundamental level.

Adapting to technological disruption

Large-cap bias boosted year-to-date performance

Also moved negative duration for first time

"Realign" industry

Shares dropped by nearly 3%

Apple and Irish government disputing claims

With all three rating agencies lowering growth expectations for the domestic economy following the referendum result last month, the attractions of investing for long-term growth in the technology related sectors has again been highlighted in our view....

Bought 9.81 million shares in Q1