In this video, Denny Fish, portfolio manager for the Global Technology & Innovation Strategy, shares his thoughts on how COVID has impacted technology and the key considerations as an investor in the sector.

    Key takeaways

  • Technology has kicked off a multi-year journey where consumers are accelerating the pace of adoption of the cloud, e-commerce and other technologies, while businesses consider the digitisation of their operations.
  • Denny believes investors should aim to be positioned to benefit from both a cyclical recovery, as well as the big secular themes that will express themselves over the next several years.