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Disruptive technology in the COVID-19 era

Within the global economy, COVID-19 has acted as a formidable accelerator of trends driving disruptive technology. Valuations of information technology stocks have soared, raising questions about the extent of the rally. Guy Davies, chief investment officer for fundamental active equities, explains why this time may be different.

BNP Paribas

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BNP Paribas Asset Management