Author Archives: Bryan Shipley, CFA, CAIA

About Bryan Shipley, CFA, CAIA

Bryan Shipley, CFA, CAIA

Technology and Transformation: Investment Trends to Watch For in 2019

In 2018, amid denuclearization talks with North Korea and a trade war with China, mid-term elections, spreading cannabis legalization, U.S. withdrawal from the Iran nuclear agreement and the United Nations Human Rights Council, and historic wildfires in California, we saw the first company reach the trillion-dollar valuation mark — that was Apple in August, soon followed by Amazon. The market seemed unstoppable for most of 2018, in spite of volatile world events and a creeping divisiveness at home. We saw the continued rise of the FAANG stocks (Facebook, Apple, Amazon, Netflix, and Google), as they each grew larger than many countries’ entire stock markets, only to see an ensuing fall as investors began to question the ability to maintain their lofty growth trajectories (and avoid regulation). Read more »