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Beyond Silicon: Why Photonics Could Become the Next Major Investment Theme

Every technological revolution eventually runs into a physical constraint. For AI, it’s becoming clear that bandwidth and energy are the main barriers the technology needs to navigate. The enormous computing clusters used to train and run modern AI models now consume staggering amounts of electricity and generate unprecedented data traffic between chips, servers and data centres.

TechnologyETFInvestor Education
18 Mar 2026
 · Simon Turner
 · 6 MIN READ

Software risk or renaissance?

Artificial intelligence (AI) is driving a structural shift across the technology landscape. This transition has sparked recent fear regarding the long-term viability of traditional software vendors and their established business models. Much of this fear stems from the perceived disruptive threat of AI challengers and the falling cost of software development.

TechnologyManaged FundInvestor Education
17 Mar 2026
 · Adrian Lu
 · 6 MIN READ

Beyond Silicon: Why Photonics Could Become the Next Major Investment Theme

Every technological revolution eventually runs into a physical constraint. For AI, it’s becoming clear that bandwidth and energy are the main barriers the technology needs to navigate. The enormous computing clusters used to train and run modern AI models now consume staggering amounts of electricity and generate unprecedented data traffic between chips, servers and data centres.

TechnologyETFInvestor Education
18 Mar 2026
 · Simon Turner
 · 6 MIN READ

Software risk or renaissance?

Artificial intelligence (AI) is driving a structural shift across the technology landscape. This transition has sparked recent fear regarding the long-term viability of traditional software vendors and their established business models. Much of this fear stems from the perceived disruptive threat of AI challengers and the falling cost of software development.

TechnologyManaged FundInvestor Education
17 Mar 2026
 · Adrian Lu
 · 6 MIN READ

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The AI Inflection Point: What It Means for Investors

How many times have you heard people talk down AI’s role in the future of humanity? We’ve all heard the feedback: ‘It’s unreliable’, ‘It will never replace humans for anything but low-value jobs,’ and ‘It’s all a flash in the pan.’ But what if these excuses are simply defensive responses because the truth is too earth-shattering to accept: the productivity promise of AI is already real.

TechnologyMacroInvestor Education
1 Mar 2026
 · Simon Turner
 · 8 MIN READ

Contrarian Investing in the Age of Real-World AI

we are in the midst of profound disruption. This is likely to be beyond a typical generational disruption that happens every 20-30 years. This technological singularity is expected to cause dramatic and irreversible changes to human civilization, far beyond typical generational disruptions such as electrification, the internet, or even current generative AI.

TechnologyManaged FundShares
13 Feb 2026
 · Chris Watson & Simon Raubenheimer
 · 13 MIN READ

AI bubble or not: Resilient Tech Investing for your Portfolio

With the market trading near record highs, driven largely by big tech, valuations in parts of the market look expensive. Retail investors are still pouring into the technology sector, while some consultancies, like Mckinsey, are warning of the elevated costs required to fuel the sector’s continued growth. Some industry experts, including the Bank of England, are suggesting caution is warranted, while others, like Scion Asset Management’s Michael Burry, are pulling their money completely from the market.

TechnologyManaged FundETFInvestor Education
20 Nov 2025
 · Sara Allen
 · 6 MIN READ

Why semiconductors are driving future innovation

Semiconductors are the essential components powering a vast array of electronic devices we use daily. Investment Analyst Adrian Lu explains how the semiconductor industry has experienced rapid growth and is set to continue expanding. Adrian highlights the industry’s robust outlook and discusses DeepSeek’s innovative entrance into the sector, which has made AI models cheaper and more efficient to build and run. He also provides insights on TSMC, a high-quality company that stands out as a key player in the sector due to its unique role in the semiconductor value chain.

TechnologyManaged FundInvestor Education
17 Mar 2025
 · Adrian Lu
 · 4 MIN READ

What investors need to know as AI grows up to become AGI

Does the acronym AGI inspire the same mix of excitement and terror in you as AI does? Probably not, but that may change soon. AGI stands for Artificial General Intelligence. The difference between AI and AGI is that Artificial General Intelligence is at least as good as human intelligence for a wide range of tasks that require intelligence. According Sam Altman, the CEO of OpenAI, AGI is coming this year which means that, for the first time in history, ‘computers will be able to automate the great majority of intellectual labour’. In other words, many of us were right to worry that artificial intelligence is indeed coming for our jobs. The ramifications are also significant for investors…

TechnologyInvestment ThemesETFShares
15 Jan 2025
 · Simon Turner
 · 7 MIN READ

Can retail investors overlook Temu's soaring success?

PDD, the company behind the discount-retailing app Temu, recently surpassed Alibaba to become the most valuable e-commerce player in China. In November, the market capitalisation of this Nasdaq-listed start-up reached $US195.5 billion, surpassing Alibaba's $US182.6 billion. Over the past year, PDD Holdings' stock has surged by over 70% to $US148 (as shown below), driven by robust growth in the domestic market coupled with aggressive expansion overseas, led by the US.

SharesInvestment ThemesTechnology
20 Dec 2023
 · Ankita Rai
 · 5 MIN READ

What you need to know about the electric vehicle thematic

Headlines about Elon Musk’s idiosyncratic behaviour have become inextricably connected with the public’s perception of electric vehicles (EVs). Even after Tesla’s recent Q3 earnings call, some analysts were more concerned about Elon Musk’s off-topic remarks about everything ranging from the economy to weight loss than they were about the company’s numbers.

Investment ThemesTechnologyShares
26 Oct 2023
 · Simon Turner
 · 8 MIN READ

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