The firm gathered insight from 122 equities and fixed income analysts.
Tag: Technology
Polar Capital: Navigating exponential technological change in the AI Era
As AI reshapes industry dynamics, disciplined active management and high-conviction stock selection are proving critical to capture long-term tech winners beyond mega-caps.
Global dividends hits record high in 2025
Japan led, while UK dividend payouts remained muted, according to Capital Group research.
Tech-native platforms challenge traditional banks – Bain
Incumbents need to implement new strategies for asset and wealth management viability.
HKEX launches new tech index tracking largest HK-listed tech firms
HKEX also entered a licensing agreement with E Fund Management to launch an ETF tracking the new index in China.
China’s resilience: Powered by talent and AI trust
Franklin Templeton’s Dina Ting argues the case for Chinese equities.
Liontrust and AllianzGI: All eyes on AI
After a volatile start to the year, two managers discuss the outlook for the tech market.
Mirae launches Hang Seng Tech ETF
The Global X Hang Seng TECH Components Covered Call Active ETF has started trading to HKEX.
The FSA Spy market buzz – 14 February 2025
Unidentified flying ETFs? Redwheel is considering something rare; GAM goes hunting in a vacuum; Pinebridge is looking at China; Is the US overvalued? Remarkable things about tech and much more.
Northern Trust collaborates with Hamilton Lane
Hamilton Lane’s analytics and data will be available for Northern Trust asset servicing clients to gain insight into their private market investments.
