Future-proof your investments

Benefit from the Opportunities and
Values found in the New Economy

STAYING AHEAD OF DIGITAL TRANSFORMATION

Jonathan Curtis, Portfolio Manager of Franklin Technology Strategy, discusses why businesses need to embark on a journey of digital transformation to stay relevant, and the investment opportunities he sees.

2020: The Year Tech Took Over

Find out more on how technology's role transformed.

Why Invest in Technology?

Widespread Adoption
of Technology

From process automation to big data, digitalisation shapes our world today. Techonology is fueling disruptive innovation, streamlining outdated processes, and creating new possiblities. Over the past few decades, the way we live has already been altered by new developments.

2020: What happens in an Internet minute1


One of the characteristics of modern life seems to be that we are moving at an ever-increasing rate. Multitasking is becoming the norm as the amount of information and data shared over the internet rises substantially, and it continues to grow.

Virtual Living: Countries by number of Internet users2


Global internet use accelerates as Asia accounts for close to 50% of the world’s Internet user population. Access to digital devices continues to contribute towards Internet adoption and growth.

  • Population 2019 Est.
  • Internet Users 30-Jun-19
  • %internet penetration
The race to 50 million users (in years)3


For most innovations of our history, we can measure success by the level of users. Reaching 50 million users mark is a sure sign of triumph, however how long does it usually take to reach this number?

In today’s tech-fuelled and tech-led world, top products are reaching high levels of consumers in incredibly short amounts of time.

Tech Giants Shrug Off COVID-19 Crisis in H14


Over the next decade, we expect hundreds of billions of “edge devices” to be deployed, an explosion of data generation, and new approaches to computing to sustainably process and create value from all the data that’s available.

Valuation Remain Attractive and 
Tech Firms have Proven Profitable

The information technology (IT) sector has offered the best growth profile in the S&P 500 Index over the past three years and topped all 10 other equity sectors by a wide margin in 2019.

We believe the overall IT sector is appropriately valued for the good growth and quality that it offers. In our view, the IT sector has many excellent established, cash- and earning-generating businesses.

Tech Valuations Elevated, But Not Excessive

Tech Firms have become very profitable

Capitalising on Technology
Sector’s Growth

Franklin Technology Strategy

  • Identifies high-quality technology companies worldwide

  • Capitalises on investment opportunities arising from digital transformation

  • Focuses on four leading growth themes artificial intelligence, cloud computing, services, Internet of Things, and e-commerce

20

YEARS

Since Launch

Strategy has a track record since 2000

Franklin US Opportunities Fund*

  • Invests highest-quality growth companies located in the US

  • A well-diversifited, multi-cap, multi-industry portfolio

  • Leading growth fields in focus are technology and healthcare

20

YEARS

Since Launch

Target fund has a track record since 2000

NEXT STEPS

Capitalise on the potential of technology sector, speak to a relationship manager at any of our participating distributors:

Related Insights

Topic Paper

Taking a Long-Term View on Innovation

Matt Moberg shares five technology-enabled themes he thinks are likely to disrupt traditional business practices over the next decade.

Topic Paper

US Equities: Taking the Long View Through Today’s Uncertainties

While the US economy continues to suffer the wrath of the coronavirus, a recovery will eventually come.

Topic Paper

Why Digital Transformation Should Remain Resilient in 2020

Jonathan Curtis explains why businesses need to invest significantly more in digital technology in the coming years.