Trustnet Magazine 64 July 2020 | Page 2

Issue 64 / July 2020 Trustnet THE HYPE CYCLE Tech trends the experts are backing IMMORTAL? Can anything stop the FAANGs? UNDER REVIEW Rating the online retirement planners MICRO MACHINES Tech opportunities in the AIM index Fund, Pension, Trust / Data Hub / Sector Profile / Stockpicker / What I Bought Last ISSUE 64 CREDITS TRUSTNET MAGAZINE IS PUBLISHED BY THE TEAM BEHIND TRUSTNET IN SOHO, LONDON WEBSITE: EMAIL: [email protected] CONTACTS: Anthony Luzio Editor T: 0207 534 7652 Javier Otero Art direction & design E: [email protected] Editorial Gary Jackson Editor (Trustnet) T: 0207 534 7680 Rob Langston News editor T: 0207 534 7696 Eve Maddock-Jones Reporter T: 0207 534 7676 Abraham Darwyne Reporter Rory Palmer Reporter Sales Richard Fletcher Head of publishing sales T: 0207 534 7662 Richard Casemore Account manager T: 0207 534 7669 Constance Candler Account manager T: 0207 534 7668 Photos supplied by iStock Cover illustration: Javier Otero Editor’s letter It has been impossible to ignore the FAANGs this year. While many value managers were predicting that a recession would leave those tech stocks with lofty share prices most vulnerable to a correction, the economic lockdown has caused them to Contents 30 Immortal? Anthony Luzio finds out if anything can stop the FAANGs P. 4-15 A capital idea for growth The Monks Investment Trust managers explain what they mean by “the provision of longterm risk capital to businesses seeking to grow” P. 16-21 surge. This has left investors wondering – can anything stop the FAANGs? I seek an answer to that question in this month’s cover story. Staying on this topic, Laura Miller hunts down tech opportunities in the AIM index and Sam Shaw attempts to The hype cycle Which trends are the experts backing to dominate the tech sector over the coming decades? Sam Shaw finds out P. 22-29 Micro machines Laura Miller weighs up the opportunities for tech investors in the AIM index P. 30-37