Technology Videos

Is 17% US GDP Growth in 2030 Realistic? Why the Tech Experts Don’t Know What Happens Next

If you want a helpful answer about what’s coming, ask an expert, right?

Technology Investor Education ETF

9 Nov 2026

· Simon Turner

· 11 MIN READ

Agentic AI Adoption & the Case for Samsung Electronics

Most people’s experience of artificial intelligence has been the chatbot: ask a question, get an answer. That use is still growing. What is changing—and what matters for Contrarius’ Funds—is the next layer of demand.

Technology Equities Managed Fund

2 Nov 2026

· Chris Watson & Simon Raubenheimer

· 10 MIN READ

The Hyper-scalers Bill Ackman Believes Are Cheap: Durable Quality in the AI Age

Does Bill Ackman think AI hyper-scalers are overvalued? No. Ackman believes demand for AI computing power is sustainable rather than a bubble, and he views Amazon and Microsoft as still cheap because their core businesses benefit directly from frontier computing.

Equities ETF Technology

29 Oct 2026

· Sara Allen

· 10 MIN READ

Videos

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Proptech Trends 2023 and Beyond

Explore 100's of investment opportunities and find your next hidden gem!

Related Articles

Is 17% US GDP Growth in 2030 Realistic? Why the Tech Experts Don’t Know What Happens Next

Agentic AI Adoption & the Case for Samsung Electronics

The Hyper-scalers Bill Ackman Believes Are Cheap: Durable Quality in the AI Age

Videos

Technology

Proptech Trends 2023 and Beyond

Explore 100's of investment opportunities and find your next hidden gem!

Related Articles

Is 17% US GDP Growth in 2030 Realistic? Why the Tech Experts Don’t Know What Happens Next

Agentic AI Adoption & the Case for Samsung Electronics

The Hyper-scalers Bill Ackman Believes Are Cheap: Durable Quality in the AI Age

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