IT is still a top spending priority for companies across most sectors, setting up a positive outlook for disruptive technology stocks in 2025, as Derek Glynn, Associate Portfolio Manager, explains in this short video.
Artificial intelligence is a pivotal theme in our disruptive technology strategy. It is developing quickly and new releases are unlocking opportunities across the board, for consumers as well as for companies in the industrial, healthcare and financial sectors. This offers investors real diversification potential.
With developments moving at a breath-taking speed, there are risks and challenges. Such dynamics require portfolio manager skill in picking those companies that are doing the disrupting, and avoiding the ones that are being disrupted.