Transformation Through Technology
In response to the pandemic, companies are scrambling to digitize their business. For investors, what differentiates the few that are poised to excel?
We are in the midst of a decades-long cycle of structural growth driven by technological innovation and change. Now the lines between technology and other parts of the economy are blurring, reshaping the competitive landscape locally and globally, and challenging incumbents and investors to keep up or fall behind. Amid this transformation, we see three growth themes emerging from the most competitively positioned companies.
Jennison's investing approach is rooted in our fundamental research and security selection; all of our portfolios are built from the bottom-up, security by security.
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In response to the pandemic, companies are scrambling to digitize their business. For investors, what differentiates the few that are poised to excel?
Erika Klauer shares her expectations on the use of the digital wallet and the potential transformation that could lead to enormous growth.
Sheetal Prasad talks about how the health care sector will meet the Medicare challenge and remain a growth sector for years to come.