Episode 34: Are we entering a golden age for technology investing?
Play • 37 min
Listen to senior portfolio manager Walter Price discuss how a confluence of factors challenging a post-pandemic world—i.e., labor shortages, supply-chain strains, the fight against climate change—can usher in a golden age for technology and set the stage for strong investing opportunities in the sector. Specifically, Walter talks about opportunities in cloud computing, cyber security, artificially intelligence, and much more.
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