Event Report

28 April 2004 at Cams Hall, Cams Estate, Fareham

Technology Investment Themes for the 21st Century

(Sponsored by Edward Jones Stockbrokers, West Street, Fareham)

Tim Wilson, Chief Economist with Newton Investment Management Limited, explored technology investment themes for the 21st century in his analysis of how technology businesses might seek to press the right buttons in the City. His overview of the current state of the investment opportunities in the technology sector highlighted the difficulties of accurately predicting visions of future aspects of modern society. However, he did give some general indications of themes with market potential arising from the widespread adoption of existing technology (smart materials, computers and energy/fuel cells) and new technology (genetics and nano-technology). He pointed to a number of fields to monitor:

Tim advised that a low growth/low inflation world should give technology investments an edge. But he warned that low/non-tech ideas can perform just as well.

For information

Newton is owned by Mellon Financial Corporation, the global financial services company headquartered in Pittsburgh, USA.

Edward Jones is one of the world's largest retail stock-broking firms with 9,000 branches in the USA, Canada and the UK.