- Over the last 50 years, spending on technology equipment, software and research and development has grown to exceed 50% of all total private fixed investment, according to the US Chamber of Commerce.
- Despite potential headwinds, and the recent volatility, we are very optimistic on the long-term prospects for the technology sector.
- While there is the potential for short-term market dislocations along the way, we see digital transformation and its sub themes as enduring through an economic recovery.
For further details see:
Tech Opportunities Abound Amid Economic Reopening