BBC - Mid-Year Market GPS: Disruptive Forces
By Andy Acker, CFA and Denny Fish
Portfolio Managers Andy Acker and Denny Fish explore disruptive forces in healthcare and technology.
Disruption is being felt across industries and geographies and proving to be a differentiator in the long-term performance of investors' portfolios. Such rapid and widespread change is creating new investment opportunities but also significant risks. For the first half of 2019, these trends continued, particularly in the technology and health care sectors.
Technology: The Long Game
Denny Fish, Portfolio Manager, Technology
The technology sector is writing the operating system for a digital global economy.