Global weekly commentary

Also Interesting

• Global trade remains buoyant despite worrying headlines
• Investment Monthly; April 2020 Unknown unknowns
• Improving conditions but growing risks

Tectonic shifts support tech

Innovation has long supported tech companies’ performance. This year is no exception, we believe. Yet meaningful shifts in technology are creating uneven benefits (and drawbacks) within the sector and beyond. As a result, we advocate a selective approach to tech investing, especially after the recent rally.