Profiting from technological change

TECHNOLOGY

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Identifying the most interesting and investible ‘tech' themes offers considerable growth potential to investors

Humans are terrible at predicting the future. Our tendency to simply extrapolate forward from our current state invariably underestimates the real extent of change. This is particularly true when it comes to technical progress. Mankind’s ability to be more productive with resources and labour has grown exponentially, consistently exceeding expectations and allowing unimaginable growth in populations and living standards. We need only look at history to know tomorrow’s world is going to be very different. Identifying the most interesting and investible ‘tech’ themes offers considerable gr...

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