A select set of active managers who run concentrated portfolios and patiently hold their positions have been shown to significantly outperform over the long term. With passive strategies set to be challenged in the next decade, investors need Active investing avenues now more than ever.

Investors look at mega-tech companies and feel they are over-valued- how could their growth stint continue in the same trajectory? The answer lies in the S-curve. Read on to know all about it.

While the risks from Tencent being based in China are salient in investor’s minds at present, with many Chinese tech stocks seeing material share price declines, we believe over time the narrative will refocus on the positive revenue and earnings developments that should spring from Tencent’s optionality.

Humans are linear by nature and our ability to grasp exponential change is extremely poor, this creates a blind-spot when it comes to assessing the potential of technology. While the cloud opportunity is already thought of in the trillions of dollars, it may actually become three to six times this size over the coming decade.

Investors shouldn’t rotate out of mega-tech to value because mega-tech are value… Our analysis shows that mega-tech stocks not only offer some of the best growth opportunities, but also offer some of the best ‘value’ opportunities in the market today

While some investors may worry that Amazon’s massive market capitalization of $1.7 trillion means there can’t be much further upside, we believe this trading range provides long-term investors with an attractive risk-reward opportunity.

James Anderson has spent decades capitalising on the market’s short-term focus by buying traditionally “expensive” stocks with incredible upside potential. Here we take a page out of his investment playbook.

How microtransactions and advertising are sustaining the creator economy and enabling individuals to do creative work they enjoy.

The question of inflation brings us to a larger ongoing debate on the merits, or otherwise, of an increasingly popular idea called Modern Monetary Theory (MMT). The core idea of MMT is that governments who issue debts in their own currency can never default. After all, they can always print money to repay their debts, if needed.

During periods of uncertainty, investors often default to first-order thinking and overweight what’s next. In these environments, attractive opportunities can be found by remaining focused on what a business is worth.

As we take the temperature of the major bilateral relationships with China, we assess that the probability of more intense disagreements and confrontations with the world’s second-largest power is only increasing.

The expansion of Adobe’s Creative Cloud has been a key driver of Adobe’s 10x increase in market cap over the last 10 years. And we believe the long-term opportunity for Unity in real-time 3D/AR/VR will be even more significant.