The 3 reasons we still feel good about tech

Fast reading The tech sector generally performed well in Q1 earnings season. The sector remains highly innovative, and recent developments could accelerate AI adoption and monetisation. The regulatory backdrop has improved. The tech sector got off to a tricky start in 2025. Concerns around US technological dominance over China, uncertainties surrounding data centre capex growth […]

Will the equities rally continue in 2025?

2025 Outlook