ON Semiconductor is a semiconductor supplier based in Scottsdale, Arizona. Known as “onsemi” for short, this Knowledge Leader is a global leader in intelligent power and sensing solutions for industries ranging from automotive to industrial, and from 5G & cloud power to medical solutions. Founded in...
IBM, short for International Business Machines, is a global technology leader specializing in quantum computing, artificial intelligence, and cloud solutions. This Knowledge Leader provides the consulting, software, and infrastructure that brings together the technologies and services to address business challenges. CEO Arvind Krishna has said,...
SAP is a world leader in enterprise software headquartered in Walldorf, Germany. This Knowledge Leader is on a mission to help businesses of all sizes and across all industries solve complex problems with its integrated suite of applications and services. A Journey from Startup to Global...
Headquartered in Santa Clara, California, Nvidia is a trailblazer of accelerated computing. This Knowledge Leader has been instrumental in revolutionizing today’s technology landscape in a range of areas from enhancing graphics for immersive gaming experiences to turbocharging scientific research and steering the future of autonomous...
For decades since the end of the Cold War there have been very limited restrictions on foreign investments by US investors compared to those of other countries. This has allowed US investors to transact in a wide array of international investment options. Indeed, following the...
We believe the technology sector is broadly breaking down. That's the bad news. The good news is that the correlation between pure growth stocks and pure value stocks has plunged. This means that growth only explains about 5% of the movement in value stocks right now....
We believe the US technology sector has reached a level of valuation such that it is has the potential to substantially subtract from portfolio returns going forward. In this mid-quarter update, we: -Highlight how we monitor valuations in the global stock markets while shining a spotlight...
