Google parent Alphabet is inherently positioned for structural growth, writes Stonehage Fleming head of equity Gerrit Smit.
Browsing: Gerrit Smit
The effects of the fundamentally different approaches to management and culture at Alphabet and Meta Platforms have proven to be far-reaching.
The Covid-19 pandemic has accelerated the adoption of e-commerce in a way no company could have imagined. Investors will find no shortage of newly energised investment opportunities. By Gerrit Smit.
Naspers is keen to continue its search for e-commerce and tech investments, with Africa’s biggest company happy to deploy a sizeable war chest in its hunt for deals. “We have several billion in cash and
In the past few years, much has been made of the performance of the “Fang” stocks in the US. The acronym refers to four high-growth technology companies – Facebook, Amazon, Netflix and Google (now Alphabet). The shares of all four
In this episode of TechCentral, Duncan McLeod chats via Skype to Gerrit Smit, fund manager at London-based wealth management company Stonehage Fleming, which invests billions of dollars on behalf of ultra