Technology Sector Note: Today's World

In our technology sector report, ‘Today’s World’ we look at how technology interlinks and what the future holds.

The note looks at three key themes, namely: (1) mobile devices; (2) cloud-based platforms; and (3) the IoT (the Internet of Things) and Big Data.

We conclude that cloud represents the biggest disruption today. It changes the way companies consume and pay to access technology and, more importantly, the way they tackle business problems. We see mobile as a long-term structural trend, which has driven us to where we are today, and view the IoT and Big Data as being at the early stage of their cycles, with exponential growth expected over the next 5-10 years. To request the full note please email: [email protected]