Stephen Connolly

Thanks to Covid-19, policymakers and investors have become more aware of the wide array of opportunities in the sector. The good news is that we are a…

“Buy now, pay later” services are expanding exponentially, driven largely by demographic and social trends. The big payments providers are already pay…

Videogame maker Activision Blizzard has been in the news for the wrong reasons lately. But it has a bright future, says Stephen Connolly.

Cyberattacks are rampant, yet companies and governments have been slow to wake up to the need to bolster their digital security. That spells opportuni…

Intuit, the tax and accounting-software firm, is perfectly placed to profit from the spread of self-employment

The pandemic has vastly accelerated the shift towards telehealth, making Cigna a long-term buy

MercadoLibre is the region’s Amazon, eBay and PayPal all rolled into one.

Resideo Technologies, a US maker of smart-home devices, has languished in obscurity since it was spun off from its giant parent

Oracle, the business-database and software expert, can cash in on one of today’s key technology trends

Rising Chinese consumption and the advent of e-commerce are two long-term trends powering the premium-goods industry, says Stephen Connolly. That impl…

Graphics-chip specialist Nvidia will profit from big trends ranging from artificial intelligence to robotics.

Being cooped up at home has made us far more inclined to play computer games. But this isn’t just a blip. The sector has embarked on a long-term upswi…

The Covid-19 pandemic is just the latest reminder that traditional military equipment such as jets or aircraft carriers can’t always keep countries sa…

Data has been described as the “new oil” for the internet era. With new gushers being located every day, how can investors cash in? Stephen Connolly g…

Many of us have been forced to use virtual offices during the lockdown – and will be loath to return to real ones. The virus has accelerated and cemen…

Adobe is in perfect position to profit from the remote-working revolution, says Stephen Connolly.

The latest generation of mobile wireless networks – 5G – promises instant connectivity and should accelerate progress in sectors ranging from artifici…

The group operates in 180 countries and has just increased its dividend. The shares look cheap too.

Semiconductors are a key component of computers. Major growth areas such as artificial intelligence and the “internet of things” will underpin future …

The financial technology sector covers areas ranging from digital payments in emerging markets to bolstering high-street banks’ crumbling IT infrastru…

Keeping an eye on young people’s spending habits can help you identify promising long-term investments, says Stephen Connolly.

The global lockdowns have greatly accelerated changes in how we live and work. Tech stocks are set top profit – with Microsoft leading the way.

Keytruda, Merk’s cancer treatment, is a winner. But it’s not the only reason to be bullish on the pharma group.

Aimmune Therapeutics has produced the best treatment yet for children who have a peanut allergy.

Value investing appears to be making a comeback, while shares on this side of the Atlantic are more appealing on metrics such as price/earnings ratios…

Cloud computing technology helps companies manage their IT more efficiently and will also ensure that the world wide web and key innovations such as a…

Cloud computing is the next big thing in tech, and IBM is an excellent way to bet on it, says Stephen Connolly.

Education and training could be a $10trn business by 2030. Innovations such as e-learning and digitisation will offer huge opportunities for investors…

The aerospace giant’s 737 Max model has been grounded. But Boeing shares should bounce back.

The video games sector will take a great leap forward when consumers start streaming them like films and music. Stephen Connolly looks at how to inves…

A portfolio of shares should be based on some large, well-managed companies with proven business models and compelling long-term prospects. These ten …

Visa, the payment network giant, is a highly profitable operator dominating the global market.

Favourable demographics, an expanding global market, and resilience to economic downturns and increases in supply all bode well for the long-term futu…

New sales techniques, online influencers and structural trends such as growing consumption in emerging markets all bode well for the beauty industry, …

Media giant Disney is a top-class value stock. Now a move into streaming will fuel growth.

The British gambling sector has been hit by taxes and tighter regulation. But the depressed share prices have yet to factor in the compelling long-ter…