Emphasis on substance than style when buying stocks
Investors should not lump them together
Tech giant hits new milestone
Increased revenues thanks to iPhone X
Asian tech sector has structural advantages
Continuing Square Mile's series of informal interviews
The UK TMT sector, and its remarkable bull run, has been a top performer for investors due in large part to the growth and dominance of mega-cap technology stocks.
The theme of disruption is one which excites considerable interest among investors, perhaps because many want to capitalise on 'the next big thing' and avoid disrupted companies and sectors.
Tax cuts to benefit US small caps
Geoffrey Wong, head of emerging markets at UBS Asset Management, looks at the latest developments in three key emerging markets.
Follows Cambridge Analytica scandal
High conviction views
Funds with one holding taking up large chunks of the portfolio
Ranking of best developed locations
Hindered by diversification efforts
Stockmarket is more concentrated
Artificial Intelligence (AI) is one of the fastest growing parts of the global economy.
Could 'fix a host of failings'
How long can performance last?
Strong earnings in tech
Figures from Alphabet, Amazon and Microsoft
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.
Opportunities in e-commerce
How big is too big?