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McKinsey’s report dated August 24 identifies several technology trends for the future, segregating its assessment in two thematic groups – Silicon Age, which involves digital and IT technologies, ...
Dear Reader, One of my favorite reads to start off a new year is Byron Wien's list of 10 surprises, which he's published for 36 years. While I could spend an entire article debating each point in his 2021 list, today I want to tackle the last part of No. 8: "The equity market broadens out. Stocks beyond healthcare and technology participate in the rise in prices… "Big cap tech… stocks are laggards for the year." Big techs lagging the broad markets this year would indeed be a surprise. But I'm making the opposite bet—that tech will be the year's top-performing sector. Today I'...