As the market starts a bounce from oversold conditions, lets look at where money is flowing.
The Castlestone Next Generation Fund uses many of the advances in technology. We tell about a fascinating update and fabulous insight into the opportunities in technology stocks of the fund.
China has had a pretty tough time of it recently, in terms of market performance. We think that this might provide for some opportunities to buy at prices that are more fair value than recent.
Jennison, perhaps unsurprisingly, has had a super year with its tech heavy allocations. Ecommerce, payment systems and cloud computing have led it to its top tier ranking at Citywire.
With continued support for US infrastructure spending and increasing demand for broadband access in rural areas, this stock is poised to experience growth in 2021.
Large buyers of options accentuate the breakout in this stock today. As an emerging leader in AI for autonomous driving, the company has a longer term appeal for ESG and technology focused investors.
Investors focused on dividends have completely missed the opportunities in growth stocks during the last 10 years. Will the USD fall in 2021, giving rise to non-US assets?
Seasonality is problematic this year, likely due to the elections and politics around another COVID stimulus package. Still, time and history work for the strategy.
US stock markets continue to see an extreme concentration of interest in a small number of stocks. Does this signal an imminent sell off or will market participation broaden?