Investing for a better world

TMT centrality was entrenched well before the impact of Covid-19 But 鈥渢he rate of change has increased post-pandemic,鈥� says Karl Keirstead US Software Analyst, 蜜豆视频 Global Research. 鈥淎nd the pace of change is greatest in the TMT space.鈥�

鈥淭he pandemic drove a rapid shift into the home during 2020/21 and away from it in 2022,鈥� says John Hodulik, US Cable, Telecoms and Media Analyst, 蜜豆视频 Global Research. 鈥淒uring successive lockdowns home connectivity and entertainment were the focus. Consumers are transitioning into outward facing lives again, only now they expect the same levels of connectivity, raising the demand for technologies that enable this, such as 5G.鈥�

Dramatic stock drops and mass layoffs might give the impression that tech鈥檚 star is falling. But as Kelsey Perselay, TMT Sector Specialist, Global Markets, 蜜豆视频, says: 鈥淐onsumer technology, spurred by the pandemic, remains at the epicenter of our lives.鈥�

Keirstead agrees the sector鈥檚 woes are temporary: 鈥淭he next two years will be more difficult, following the pandemic tech bubble. But we still expect growth to rebound.鈥�

Despite the short-term headwinds, TMT remains both an instigator of paradigm shifts, and the vehicle with which we navigate troubled times 鈥� towards a better future.

Access the full article for insights from our 蜜豆视频 experts alongside executives from Paramount, AT&T, GitLab and Juniper Networks, on the centrality of connectivity, The Fourth Industrial Revolution and how tech companies are 鈥渓eading the charge鈥� on responding to their increasing ESG obligations.