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May 2020 / WEBCAST

Technology and Coronavirus: The Digitalisation of the Economy Gathers Steam

Alan Tu shares the tech team’s latest insights

Hear Alan Tu’s perspectives on technology at a time when the coronavirus pandemic and governmental responses to mitigate its spread have heightened economic uncertainty and market volatility.

The discussion included:

  • Technology’s growing importance in the context of the global economy
  • The broad investment themes that we are investing behind
  • Long-term opportunities created by recent market dislocations
  • How the team has adapted to the current market conditions



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Class I USD
ISIN LU1244139827
A global, all-cap fund that seeks to invest in companies that can benefit from innovation in technology. We invest in around 30-80 high conviction ideas seeking to identify secular growth themes and companies positioned on the right side of change.
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3YR Return
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