Geir Lode, head of global equities at Hermes and manager of the Hermes Global Equity fund, has identified five technology stocks that may not necessarily be 'empire-building' but still offer sustainable returns for shareholders.
Shares in Apple, the world's largest company by market capitalisation, moved almost 7% lower in after-hours trading after quarterly results disappointed.
Toby Thompson, manager of the Brooks Macdonald Global Equity Income fund, analyses if equity investors are right to be concerned about the concentration of income from only a limited number of mega-cap companies
The S&P reached a further record high at closing yesterday, as disappointing economic data coming out of the US alleviated fears of an interest rate rise in the near future.
Lessons from Silicon Valley's tech companies
'We have West Coast capitalism, not US holdings.'
Apple has reported the largest quarterly earnings in corporate history, with net profit rising to $18bn in the three months to December.
As people live longer than ever before and traditional sources of income fail to yield enough for lengthy retirement periods, choosing the correct income source is becoming essential.
US fund managers have "failed" their clients by focusing on preserving their careers rather than growing clients' capital, according to Baillie Gifford's Ian Tabberer.