Blog - Technology

A business created to make computer game graphics more beautiful stumbled into driving AI, one of the most important technologies of the 21st century. Rathbone Greenbank Global Sustainability Fund manager David Harrison explains what all the fuss is about.

If you have to ask what’s going on, you’re too old. Lucky for you, our sustainable multi-asset investment specialist Rahab Paracha is (almost) young enough to get down with the kids.

With inflation as hot as London in July, the technology sector has been buffeted more than most. But equity analyst Ben Derber explains why cloud computing may prove to be especially resilient.

Structural, long-term investment themes are particularly important at the moment as investors worry about the short-term outlook for many businesses. Equity analyst Ben Derber argues that cloud computing should enjoy a decade-long spending boom as enterprises seek to harness the benefits of this powerful new technology.

US tech firms have played a dominant role in driving stock market returns for several years. Co-chief investment officer Ed Smith asks: will future innovation continue to be concentrated in America? And where should investors look to for the next wave of tech innovation?

After months cooped up inside, our multi-asset portfolios fund manager Will McIntosh-Whyte headed away for a well-deserved Cornish holiday … where a brace of storms kept him cooped up inside.

When people think about sustainable investing, they often focus on just the narrow topic of how a company itself operates in an environmentally friendly manner. But sustainability is about more than a business’s immediate environmental impact. David Harrison explores the pivotal role tech is playing during the pandemic.

The latest ‘tech innovation’ may seem compelling, until you leave the group think echo chambers of London’s ivory towers. Head of multi-asset investments David Coombs considers how looking beyond the M25 can help us see what’s going on in the real world.

A jokey present from Christmas past comes back to haunt David Coombs, our head of multi-asset investments. As the nights lengthen, he spooks himself by pondering the meaning of ‘tech’.

The honeymoon for US tech giants may be over, but is it time to break up? Chief investment officer Julian Chillingworth discusses the intensifying antitrust scrutiny of America’s tech titans and how their future may rest on political machinations.

Our asset allocation strategy team considers whether the field of outperforming stocks is narrowing, and comes to an unexpected conclusion worth considering when advising your clients on investments.