Abstract painting - Koestler Arts

Fears over Al disruption are weighing on stock markets. Time for level heads and fundamental analysis

Is artificial intelligence really a threat to traditional industries, or merely misunderstood? Discover how a balanced perspective based on fundamental analysis can reveal opportunities and resilience amid the hype and fear. 

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The future of technology

It would be impossible to talk about technology themes today without talking about Artificial Intelligence. Helen Luong, portfolio manager at CCLA talks about the future of technology and what this means for our investments.

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Abstract painting - Koestler Arts

How to capture the AI trend, without getting caught out

How do we identify ‘quality’ shares in information technology and AI? Our latest article looks at how we invest in quality companies at a reasonable price, tilting our positions away from recent market favourites. 

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Our approach to investing in software

We look for companies that are disruptors and companies that can adopt the latest technology trends. Helen Luong, Portfolio Manager at CCLA, explains how we select companies that fit our quality criteria and areas where we see opportunity.

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How do we invest in the technology sector?

Our equity portfolio is exposed to many long-term growth themes in technology, including digitisation, e-commerce, artificial intelligence and automation. Hear from Sean Harper, Global Equity Analyst at CCLA.

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The fourth industrial revolution?

CCLA sees increased automation in manufacturing as an exciting investment opportunity. Romain Mouquet, Portfolio Manager at CCLA, explains how we identify companies that are leaders in automation.

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