Felix Tran, Thematic Investing Strategist - Global Research, Bank of America unpacks why failure to identify future tech today could mean missing out on the next big revolution.
Technology continues to be underappreciated as a big driver of returns.
The pace of technological change is speeding up – the waves of innovation have increased from 60+ years to 25 years today.
The disruptive ‘Moonshot’ technologies comprise four main categories: computational tech, human tech, consumer and green tech. They include areas such as 6G, emotional AI, bionic humans, synthetic biology, wireless electricity, ocean tech and green mining.
Identifying which industries will be the winners and losers of these tech trends is key for investors. Beneficiaries include technology, communication services and healthcare, while autos and commercial real estate, for example, will be challenged by these tech disruptions.
Future technologies come with risks, so it’s important that investors do their homework when researching ‘Moonshot’ opportunities.
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