Search Results | Showing 1 - 10 of 129 results for "Technology stocks" |
| | | ... second-quarter rebound in global equities, where the MSCI World Index rose 12.46%, led by the US and, above all, technology stocks on renewed enthusiasm for artificial intelligence and semiconductor demand," the report said. The report also noted the ... |
| | | | ... systems as key structural trends that would continue shaping investment returns over the coming decade. While technology stocks have experienced periods of heightened volatility, Bernard said the investment case for AI remained intact, supported by unprecedented ... |
| | | | ... "But to see earnings growth so strong off what's an already high level, that's almost unprecedented." Technology stocks remained the dominate force behind market gains, with the sector climbing nearly 16% during the month. Colosimo said earnings ... |
| | | | ... rallied more than 50% over the past year on the back of strong copper prices and demand for critical minerals, technology stocks have struggled amid valuation pressure and concerns around AI disruption. VanEck said mid-cap companies have also outperformed ... |
| | | | ... market also provides unique exposure for investors, Hershan said. While ASX 20 companies have no exposure to technology stocks, the ex-20 has multiple names in the sector including Xero, NextDC, Seek, REA Group and Pro Medicus. While the ASX 20 only ... |
| | | | ... first phase is a "signal for change". "A great rotation emerges in the next five or seven years. So much so that technology stocks underperform over that second half of the cycle, and so it's the worst part of the investment, even though the technology ... |
| | | | ... balanced and resilient portfolios." Meanwhile, Kiran Singh, co-chief investment officer, said: "The dominant US technology stocks continued their surge through to mid-March, before pulling back with the broader market following the US government's tariff ... |
| | | | ... research for Australia and New Zealand Jason Steed, shows super funds are collectively underweight in US mega-cap technology stocks or the Magnificent 7. "The growth of super funds' global equities portfolios, both in absolute size and as a percentage ... |
| | | | The increasing dominance of giant technology stocks poses "significant challenges" for superannuation funds and other institutional investors, as index solutions provider Scientific Beta touts two possible approaches to better manage concentration risk. ... |
| | | | ... Australian stocks are likely to weather the downturn given the limited exposure on the ASX to AI-related and technology stocks. "This could be a prolonged impact as the market adapts to the new 'norm,' that is, potentially cheaper ways to advance AI," ... |
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