Last week’s highly anticipated release of the FAANG quarterly updates (minus the N) surprisingly ended up being somewhat of a mixed bag, but what can we read from the setbacks and successes of some of the world’s biggest tech giants?
EM tech companies have outperformed the famed FAANG stocks (Facebook, Apple, Amazon, Netflix, Google) this year. But do EM tech companies offer better opportunities on the long term as well?
Despite their dear price tag, the FA(A)NG stocks have had remarkable staying power, surviving a sell-off and reaching record share price highs. But has the relative safety of the tech giants come to an end?
Most active US equity funds struggle to ever outperform their benchmark. But this year, the secret to outperformance has been surprisingly straightforward.
European investors who are looking to increase their exposure to US equities are often looking to do so from a safe haven perspective. But they would do well staying clear of quality companies, unless they believe a recession is imminent.
