How EMs can achieve faster technology growth than developed markets

Latest research from QuotedData

clock • 4 min read

Edward Marten, CEO of QuotedData, discusses the growth of technology, how countries are adapting and how technology trust managers are changing their portfolios.

Investing in technology companies offers the potential for significant capital growth as managers select companies that can extract very high margins and put pressure on the margins of companies in other sectors, as they disrupt old-fashioned business models. According to QuotedData research, Herald and Polar Capital Technology were in the top ten performing trusts (see next page) on a NAV basis over Q3, boosted by a resurgent technology sector. The fast pace of development in technology means the winners of today can become the losers of tomorrow. Companies have to adapt or face exti...

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