How long can performance last?
Strong earnings in tech
Helped by platforms
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
Many worry tech stocks are becoming pricey
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.
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.
Fund groups are raising their technology exposure in existing funds, and even launching sector-specific mandates, as they predict disruptive technologies will wipe out household names in the future.
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