pamela hegarty

Disruption of supply chains is just one factor investors in new technologies currently have to contend with. A fundamental reevaluation of the outlook for US interest rates and as a consequence, the pricing of growth stocks, is another. Pamela Hegarty, disruptive technology portfolio manager, talks about how the themes she sees shaping future technological trends provide her with reference points in assessing today’s opportunities and risks.   

At the centre of a pandemic-induced boom, stern regulation efforts and forays into new turf, the technology sector is making almost daily headlines and requires robust research to separate the possibilities from the pitfalls, argues Pamela Hegarty, lead portfolio manager with a focus on information technology and communication services.

Disruptive technology is not just about tech companies. Many companies are using disruptive technologies to improve business models and business continuity and to create competitive advantages. In this podcast, Tom Jessen talks to portfolio manager Pamela Hegarty of the BNP Paribas Disruptive Technology Strategy about how disruptive technology will shape the world during and after the Corona crisis. 

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