Our session: Investment Zone B: Global equities – still your best friend?

The new tech cold war: unearthing opportunities in a silicon-focused world

Navigating the new tech cold war: unearthing long-term growth from the US/China tech race.

Semiconductors are at the heart of a new and evolving ‘technology cold war’ as the US and China vie for technological supremacy in the sector.

In our role as thematic investors, we will use this article to explore key trends that are driving investment opportunities in this structural growth area.

Author: Paul Markham, portfolio manager, equity opportunities team

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About Newton

Newton is a global investment management firm, founded in 1978 and owned by BNY Mellon.
Our story is one of purpose – to improve people’s lives by investing in a way that delivers attractive outcomes to our clients and helps foster a healthy and vibrant world for all.

We run a broad range of equity, fixed-income and multi-asset strategies, and have particular expertise in absolute-return, income-focused, high-conviction and sustainable investing.

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Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.