The high technology sector has seen a dramatic correction and high market volatility over the past six months. As one measure of this, the growth stock and technology-laden NASDAQ Composite index fell by 29% between 19 November 2021 and 12 May 2022. We believe it is now appropriate to review the outlook for disruptive technology thematic investing. While we are alert to ongoing risk factors, we remain confident in the long-term outlook for this secular growth theme as we see many opportunities to invest in companies that are leading – and benefiting from – digital transformation.
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