David Eiswert, Portfolio Manager Global Focused Growth Equity Strategy, and Alan Tu, Portfolio Manager Global Technology Equity Strategy, recently shared their impressionsfrom the firm's annual research trip to Silicon Valley and key insights into the major factors they believe will continue to drive the technology sector. The discussion features perspective on nextgeneration semiconductors, new ways enterprises are embracing the cloud,opportunities related to the power of artificial intelligence, and more.Watch their discussion to hear how technology continues to unlock capacity in everyindustry, creating disruption and deflation along the way.
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