Beyond Bulls & Bears

Tech Innovations: Best in Two Decades?
Equity

Tech Innovations: Best in Two Decades?

The volatility we have seen this year hasn’t dampened our outlook for tech companies. In fact, in my 20+ years researching technology stocks I haven’t seen a more robust period of innovation than we’re experiencing today.

Connecting with the “Internet of Things”

Connecting with the “Internet of Things”

We now see a trend where smart devices can connect to one another and share data, allowing them to perform new and exciting tasks. We believe the explosion of such connected devices will significantly change the way individuals and businesses operate on a daily basis.

M&A Activity in Technology Heats Up

M&A Activity in Technology Heats Up

Many IT firms are flush with cash, and, as companies are maturing in the space, they are expanding the ways they return value to shareholders. Buybacks and the initiation or growth of dividends have been common, but increasingly M&A activity is seen as a strong option for technology firms looking to increase their value.