5 US Tech Stocks that Matter to Global Investors
As US Technology weights reach record highs in Global Equity portfolios, we analyse 5 stocks that are in focus for active Global managers.
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US Tech: Record Allocations, Record Underweights. Value Becoming Harder to Find
US Tech allocations have hit fresh all-time highs among active Global investors. Never before have Global investors placed such a reliance on US...
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NASDAQ 100 Index Rebalance: Six Changes at the Annual Reconstitution
There are 6 changes for the NASDAQ-100 index at the annual December reconstitution. Apart from the flows on the adds and deletes, there will be...
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Stock Ideas from Data Mining Technical Publications: A Look at 5G
5G connectivity is expected to spawn new business and services across sectors. We review the technological positioning of companies competing in...
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Recent IPO Insights: Doximity
Very interesting midcap advertising asset. LinkedIn for Doctors. Good secular tailwinds for pharma marketing shifting from sales reps to digital....
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