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Technology plays a pivotal role in the transition towards a more sustainable world and is a deflationary force. This podcast explores these themes and the investment opportunities.
Key takeaways:
- Technology is providing solutions to major environmental and social challenges, and as a consequence, providing attractive long-term growth opportunities.
- Tech innovation is inherently a deflationary force, alleviating labour, natural resources and other supply shortages by improving efficiency and productivity.
- Permeating every aspect of our lives, technology is a truly broad sector, offering an opportunity set going beyond the standard classifications of a tech company.
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Connections - investment views from Janus Henderson (UK)의 과거 에피소드를 검색하세요.
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