Megatrends 360°

Develop Frameworks to Identify Future Tech-driven Winners

Investment implications

  • Integrating technology successfully has become a key indicator of commercial success.
  • Firms that successfully integrate technology potentially create lasting competitive advantage and earnings growth. Investors' frameworks should include firms that:
  • Capture network effects in their product offerings (e.g., Tencent, Amazon).
  • Actively supplement in-house tech development with technology-driven M&A (e.g., GM acquiring AV startup Voyage).
  • Consciously structure their business models around the adoption of technology, even at the cost of cannibalizing current business (e.g., Netflix)

PGIM Megatrends Series

Long-term views on the investment implications of global megatrends.

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MT 360

References to specific securities and their issuers are for illustrative purposes only and are not intended and should not be interpreted as recommendations to purchase or sell such securities. 

The securities referenced may or may not be held in the portfolio at the time of publication and, if such securities are held, no representation is being made that such securities will continue to be held.