On the 27 January 2021, Priyanka Agnihotri, Head of the Equity Research Team at Brown Advisory in London and our Equity Research Analysts, John Canning and Lauren Cahalan took part in a virtual panel discussion on What you need to know about Technology in 2021.

The team discussed how they think about investing in technology in the face of wildly increasing valuations and an ever-changing regulatory landscape, covering:

  • The evolution of their thinking and investment process around the sector
  • The current trends in the market and the most important issues facing the sector
  • The investment outlook for the next five years

If you missed the live event please see below for a recording of the discussion (download transcript).

Podcast - Citizens of Cyberspace: Who is in charge?

Technology rules the way we communicate, connect, consume and collaborate. For both companies and governments, this provides incredible economic and infrastructure opportunities, but also exposes massive risks to security and privacy. In June 2020, Lauren Cahalan sat down with David Edelman, director of MIT’s Project on Technology, the Economy & National Security, to discuss the challenges posed by technology’s penetration of all aspects of our lives, the responsibility of organizations to identify misinformation and protect our privacy, and how these issues have been heightened by the pandemic. Listen now >

The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.