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Ideas Farm: Is it tech-flection time?

Was lockdown a last hurrah for the fifth technological revolution?
Ideas Farm: Is it tech-flection time?
  • Is the best of the information technology boon over for growth stocks?
  • Is the best of the information technology boon yet to come for value stocks?
  • … and does value’s revival have legs?
  • Loads of new idea generating data

The last year has seen the rapid take up of technological solutions to get around the problems thrown at us by the pandemic. From Zoom calls, to Ocado deliveries, to nights in with Netflix; with few exceptions, we’re now all up to our necks in the information age. For most of us there will be no going back. 

Has such rapid and widespread take up of the services offered by tech companies brought the sector to an inflection point? 

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