Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For August, Investment Analyst Tom Keir discusses how the market’s understanding … Read More
July 2024 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For July, Chief Investment Officer Alex Pollak discusses the recent turbulence … Read More
June 2024 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For June, Head of Research Raymond Tong discusses a recent visit … Read More
May 2024 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For May, Senior Investment Analyst Harry Morrow discusses the recent weakness … Read More
April 2024 Update+
For April, Portfolio Manager Anshu Sharma discusses how Qualcomm will bring longer battery life and artificial intelligence to PCs.
March 2024 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For March, Chief Investment Officer Alex Pollak discusses how the disruption … Read More
February 2024 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For February, Investment Analyst Tom Keir runs us through application specific … Read More
January 2024 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For January, Investment Analyst Tom Gilbertson runs us through the disruptive … Read More
December 2023 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For December, Portfolio Manager Anshu Sharma gives us the panoramic view … Read More
November 2023 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For November, we discuss cord cutting – what it is and … Read More
October 2023 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For October, we discuss the ARM chip and how its adoption … Read More
September 2023 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For September, we discuss Huawei’s Kirin 9000 chip and what impact … Read More