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Q2 2018: Technology Investing – Is This Time Different?

August 10, 2018 BY Leigh Bivings

We are today publishing our latest Market Outlook and Strategy report for Q2 2018.

In this report we continue our discussion regarding “thematic” investing and Artemis’ approach to capturing value in this way. In particular, we respond to some healthy skepticism from some clients over the biggest claims made regarding the current wave of technological innovation. We also flesh out the view that most of the gains are and will continue to accrue to a few large companies, which has obvious implications for investment strategy.

Enjoy the reading!

Leigh Bivings, Ph.D., CFP® and CDFA™ is the founder of Artemis Advisors and serves as the firm’s Chief Executive Officer. As CEO, she sets the firm’s overall direction and its investment strategy.

Artemis Financial Advisors