Disruption of supply chains is just one factor investors in new technologies currently have to contend with. A fundamental reevaluation of the outlook for US interest rates and as a consequence, the pricing of growth stocks, is another. Pamela Hegarty, portfolio manager of the BNP Paribas Disruptive Technology, talks about how the themes she sees shaping future technological trends provide her with reference points in assessing today’s opportunities and risks.
Listen to this Talking heads podcast with Pam as she talks to chief market strategist Daniel Morris about the secular drivers of demand and the prospects for technological companies.
Among the opportunities are, says Pam, are a growing appetite for 5G and high-performance computing stretching from artificial intelligence to ‘at-the-edge’ uses in cars as well as automation and robotics.
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Disclaimer
Please note that articles may contain technical language. For this reason, they may not be suitable for readers without professional investment experience.
Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may take different investment decisions for different clients. This document does not constitute investment advice.
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