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.
You can also listen and subscribe to Talking heads on YouTube.
Talking heads brings you the in-depth insights on topics that really matter to you, including analysis of the world and financial markets through the lens of sustainability and more great conversations with investment experts.
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.
The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay. Past performance is no guarantee for future returns.
Investing in emerging markets, or specialised or restricted sectors is likely to be subject to a higher-than-average volatility due to a high degree of concentration, greater uncertainty because less information is available, there is less liquidity or due to greater sensitivity to changes in market conditions (social, political and economic conditions).
Some emerging markets offer less security than the majority of international developed markets. For this reason, services for portfolio transactions, liquidation and conservation on behalf of funds invested in emerging markets may carry greater risk.