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With data and networks acting as valuable currency, today’s leading tech companies appear better positioned to maintain their innovative edge than previous generations of tech titans.
The power of platform businesses and why the trajectory of their corporate models is often misunderstood.
How the COVID-19 pandemic has accelerated the adoption of the digital economy by both businesses and individuals.
Behavioral changes precipitated by the pandemic could help certain companies and sectors emerge from the crisis in a position of relative strength.
Why battery storage will be key to speeding the transition to renewable energy sources, and what it means for investors.
The Global Technology and Innovation Team discusses how digital business models are helping societies cope with the fast-spreading COVID-19 coronavirus.
In this series of videos, our research analysts discuss how the coronavirus could affect various sectors and what investors should be considering amid rising volatility.
The importance of uncovering smart, sustainable growth as the trend of Software as a Service (SaaS) evolves.
Portfolio Manager Denny Fish provides an update on the mega themes reshaping the technology landscape in 2020 and beyond.
Portfolio Manager Denny Fish explains why the industry- and function-specific nature of AI applications is conducive for multiple specialized AI developers to thrive.
Portfolio Managers Doug Rao and Jeremiah Buckley discuss what the next phase of technology disruption may look like and the investment implications going forward.
Although tech stocks sold off on news of more tariffs, Research Analyst Jon Bathgate says secular tailwinds remain intact for the sector.
