Rise of mobile games
Out of over 7,000 firms
Emphasis on substance than style when buying stocks
Bias towards income payers
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.
What was behind the market bouncing back?
Focus on healthcare and energy
Strong month for technology
Top ten stocks revealed
Conflicting forces are buffeting UK equity income investors. Tailwinds include the record low base rate, which is boosting the appeal of dividend income, according to Aviva Investors' James Balfour.
Many worry tech stocks are becoming pricey
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.
Being at the heart of today's smartphone and data usage explosion, it is hard to see how an investment in a European incumbent telecoms company could possibly have gone wrong in the past decade or so.
Investing in tech start-ups is one of the most exciting investment opportunity sets available at present. But the mesmerising potential investment rewards require a combination of many highly specialist skills, says Alexander Selegenev, executive director...
Keith Barrett, head of research at Ingenious Asset Management, asks whether outperformance in US healthcare stocks can continue or if it is time to take profits.
Investors are justified in feeling cautious around technology, media, and telecoms stocks, but the UK also surprising number of opportunities in that sector. Unicorn's Fraser Mackersie explains.
Luke Stellini, global equity product director at Invesco Perpetual, explains how the media sector has undergone a major transformation since the days of the TMT boom.
Susanne Willumsen, senior portfolio manager on Lazard's global quantitative equity team, explains how low volatility equities can form part of a credible investment solution.
The upcoming flotation of the social networking site is gaining plenty of column inches but should you be backing its IPO? Here industry experts reveal whether it is really worth all the hype.