Technology incumbents vs FAANG: which is the better investment?

Tue 09 October 2018 01:34 PM Meet the manager

Recent articles

Antipodes' Sunny Bangia talks to NAB's Mark Todd about why he prefers incumbent technology companies and the need for investors to think about "multiple ways of winning" when selecting stocks.

Recent articles

Roger Montgomery's view on the market

Roger Montgomery outlines the dangerous trajectory of COVID-19, the likely outcome for markets, and how investors can respond.

23 March 2020 Market news

Kochie's guide to surviving a crisis

David Koch joins Gemma Dale to share his insights on the likelihood of a recession, how to manage your investments or small business if it happens and how to minimise losses.

23 March 2020 Managing your portfolio

ASX hits record high and what it means for your portfolio

As the ASX finally surpasses the 7000 mark, the question is, where to from here? Fidelity International’s Anthony Doyle shares typical mistakes investors make and why he’s optimistic about 2020.

21 January 2020 Meet the manager

Why you don’t want to miss out on opportunities in emerging markets

Currently two thirds of global growth is from emerging markets. Eu-Jene Teng from Leg Mason’s Martin Currie tells us why this will only continue to grow and shares his favourite stock.

29 November 2019 Meet the manager