SIX INNOVATION MEGATRENDS
A Live Webinar Event: Wednesday, July 1st, 12:00 - 1:00 p.m.
The economy is increasingly shifting to a more binary story with two types of companies – Innovators or The Disrupted – as many companies are vulnerable to the disruptive effects of innovation. In this most recent downturn, the market has clearly differentiated between innovative secular growers versus economically sensitive and cyclical names.
We believe there are Six Innovation Megatrends of this secular growth super-cycle that will drive both the economy and investor returns for the next decade: Cloud Technology, Artificial Intelligence, Biotechnology, Virtual Empowerment, E-Commerce and Life Brands, and Medical Devices and Diagnostics.
Risk-based and behavioral-based biases, which have caused many investors to misprice and underestimate innovation, have resulted in the “Innovation Premium,” a corollary to the “Value Premium”, which has both academics and investors befuddled. In this discussion we explore how investors can best harness the Innovation Premium and the disruptive power of these themes within portfolios.
Our Speaker – Brian Foerster, CFA
Brian Foerster drives investment and market insights for the firm's growth, international, and global equity capabilities. In this capacity, he direcxts original research on relevant investment and market topics, and communicates insights from this research. READ MORE..
Date: Wednesday, July 1, 2020
Time: 12:00 pm - 1:00 PM Pacific Time (US and Canada)
Register in advance for this meeting:
This event is free to CFAOC members.
After registering, you will receive a confirmation email containing information about joining the meeting.
