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Home / Author: Michael Birch

Michael Birch

Investing by thematics rather than indexes

The concept of thematics is gaining traction with investors as a way of tailoring a portfolio to suit the trends that resonate at an individual level, rather than accepting everything contained in an index.

Disruptive technology in banking

A seismic shift is happening right under the banks’ noses. Tech companies with leading brands, customer loyalty and sizeable balance sheets are adding banking products and financial services to their broad array of offerings.

Opportunities in the 'Internet of Things'

The tech boom has pushed the Nasdaq index to new highs, but unlike previous tech busts, now we have real businesses making money from the exponentially growing number of devices connected to the Internet.

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