Talking heads – Maintaining course through volatility in disruptive technology

Disruption of supply chains is just one factor investors in new technologies currently have to contend with. A fundamental reevaluation of the outlook for US interest rates and as a consequence, the pricing of growth stocks, is another. Pamela Hegarty, disruptive technology portfolio manager, talks about how the themes she sees shaping future technological trends provide her with reference points in assessing today’s opportunities and risks.   

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