Research
Thematics

TMT trends investors are watching in 2023

  • Multi Asset
  • TMT
  • North America

The TMT sector has not been immune from the macro challenges that have plagued most other sectors over the past year or so. Rising interest rates and recessionary fears have reduced or stalled investment in key strategic areas, margins have been squeezed, and geopolitical tensions have caused fresh supply chain disruptions.

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