Five themes for the digital age

TECHNOLOGY

Mark Hawtin, GAM Star Technology fund manager, looks at five high-tech investment themes investors should be exploring

The internet is leading to change on a scale not seen since the industrial revolution. It is transforming the way in which we live and work, and enabling new businesses to grow with unparalleled potential. The driving force behind the internet – technology – is creating a digital economy which has every chance of becoming as big as the physical economy. A recent McKinsey study suggests the internet, and internet-enabled technologies, could create between $13trn and $30trn of economic added value (the current value of the entire US GDP stands at $15trn). Of course, the technology bubbl...