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TECH News & Analysis

America eats the world
Stocks
America eats the world
As the S&P 500 rips to new highs, the US now accounts for a staggering two-thirds of the world equity index. This looks at how America came to...
James Gruber | 21 November 2024
Magnificent seven stocks slide, valuations looking ‘more interesting’
Stocks
Magnificent seven stocks slide, valuations looking ‘more interesting’
Two of the mega-cap stocks that led the market higher are undervalued.
Morningstar | 06 August 2024
Has the tech rally gone too far?
Markets
Has the tech rally gone too far?
Many observers draw ominous parallels between today’s market and the infamous dot.com bust of 2000. Things are quite different now, but...
Yan Barcelo | 20 March 2024
The US tech sector may be in bubble territory again
Markets
The US tech sector may be in bubble territory again
The US tech sector looks frothy, yet broader markets don't seem expensive and some other sectors seem downright cheap. 
James Gruber | 21 November 2023
Use caution when investing in a trend
ETFs
Use caution when investing in a trend
The investing industry has a love/hate relationship with thematic ETFs. We explore how a thematic ETF may fit into a well-rounded portfolio.
Joshua Peach | 05 June 2023
Investing Compass: Share deep dive: Fineos
Stocks
Investing Compass: Share deep dive: Fineos
We explore the competitive advantage and valuation of the insurance software provider.
Shani Jayamanne | 23 May 2023
The Metaverse now has legs—or does it?
Stocks
The Metaverse now has legs—or does it?
Meta has a strong balance sheet and no debt, but concerns over the company’s Metaverse division are spooking investors. ESG and regulatory...
Ollie Smith | 27 October 2022
Do we really need femtech?
Markets
Do we really need femtech?
Women have long been underserved in the healthtech space, but is having its own term the answer to attract funding?
Leah Hodgson | 27 September 2022
Recovering ride-hailing demand should benefit Lyft and Uber stock
Stocks
Recovering ride-hailing demand should benefit Lyft and Uber stock
Morningstar’s analyst says both stocks are undervalued, although one is favoured.
Ali Mogharabi | 12 September 2022
Winter has German officials sweating, interest rates rise again and Uber impresses investors: What we learned this week
Markets
Winter has German officials sweating, interest rates rise again and Uber impresses investors: What we learned this week
Oil takes a tumble, Aussie tech moves in opposite directions and who on earth is ADMT?
Nicola Chand | 05 August 2022