Surviving to Thriving: Secular Technology Themes Accelerating As A Result of COVID-19

Duration: 30

Key Takeaways

  • How the acceleration of digital adoption is changing consumer behavior and demand patterns
  • Why it is critical in this sector to have experienced investors evaluating the impact of disruptive technologies and actively aim to identify winners and losers
  • The importance of resiliency and optionality within a technology portfolio and how this can benefit investors