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?
Industry floods out of consumer discretionary sector
Fund launched in June
Companies with high growth are worth higher price tag
For 'illegal advantage'
Set to grow to $96bn by 2025
Number of stocks reset to $123.47
'Big five' tech stocks hit recently
Flows of $6.4bn over 16 weeks
Look for companies exploiting new technologies
Herd mentality in markets
Many worry tech stocks are becoming pricey
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.
Natalie Kenway reports from San Francisco on the companies that are planning for a future of electric vehicles, anti-ageing technology and 3D printed limbs, with their growth posing a serious threat to older rivals.
Strong fundamentals in Cisco and Microsoft
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.
Owns £120m of shares in parent company Alphabet