Beyond Bulls & Bears

Looking Beyond the FAANGs For Fresh Technology Investment Opportunities
Equity

Looking Beyond the FAANGs For Fresh Technology Investment Opportunities

What’s beyond the big names that dominate the tech sector? Our Jonathan Curtis considers lesser-known stocks that play an integral role in the delivery of digital transformation.

Mapping the Influence of AI and Machine Learning
Equity

Mapping the Influence of AI and Machine Learning

The evolution of artificial intelligence (AI) has rarely been far from the headlines in recent years. Its influence now reaches into nearly every sector and geography and holds economic and political ramifications that many experts say are on par with the start of the Industrial Revolution in the 18th Century. In a new publication, "Artificial Intelligence: Real Opportunity," our research analysts examine the growing influence of AI across sectors. In this extract, they explain how they evaluate investment potential for AI capabilities.

PODCAST: Talking Tech in an Era of Digital Transformation
Equity

PODCAST: Talking Tech in an Era of Digital Transformation

Investors became more risk-averse in October amid a number of market uncertainties, causing sentiment to sour on the technology sector. In our latest “Talking Markets” podcast, Jonathan Curtis, vice president and research analyst with Franklin Equity Group, opines on factors causing the market’s recent volatility and why he sees tech-sector valuations as reasonable today. He also discusses the digital transformation that’s reshaping nearly every industry and creating new areas of opportunity for investors. 

Insights from the 2018 US Consumer Electronics Show
Equity

Insights from the 2018 US Consumer Electronics Show

“We go to the Consumer Electronics Show (CES) to see how leading public and private technology companies are positioning themselves for what is next, and what products are likely to break into the mainstream. At this year’s CES, we saw three key themes: smart speakers, autonomous driving and artificial intelligence (AI).” – Jonathan Curtis and Robert Stevenson, Franklin Equity Group.

Smartphones and Software Keys to Realizing “Dot-Com Dreams”
Equity

Smartphones and Software Keys to Realizing “Dot-Com Dreams”

When the Internet burst on the scene about 20 years ago, some tech experts vowed the Web would soon infiltrate all aspects of our lives. It took ...