6th November 2020

Orbis: Is it time to redefine technology?

As we noted in our August commentary, stockmarket indices often do a poor job reflecting market reality. While benchmarks are indispensable for measuring investment performance, they can be misleading when it comes to understanding the true positioning of a portfolio. That’s one of the reasons why we spend so much time emphasising the importance of taking a bottom-up perspective.

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Tech, Investment Commentary, Investments

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Baillie Gifford: Smarter insurance for a less risky future

The insurance industry is being transformed by technological change – from drones to driverless cars. Baillie Gifford’s Duncan Sutherland considers how this will shape the future. Capital at risk and income not guaranteed.

Scottish Mortgage on the future of space travel

A trip to Mars may not be high on the average person’s to-do list, but Scottish Mortgage is prepared to embrace the radical thinkers and their companies striving to get us there. Capital at risk.

Aviva Investors: In brands we trust

The tech-driven trend toward direct-to-consumer is transforming consumer brands, their intermediaries and their marketing. Intimate relationships with customers and new shopping experiences are alluring, but companies must tread a fine line between hyper-personalisation and intrusion.

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