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: www.trustnet.com
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