Speaking in Sydney on Thursday, Epoch Investment Partners’ New York-based managing director and portfolio manager John Tobin pointed to the evolving nature of technology and its role in day-to-day life.

GSFM’s Damien McIntyre and Epoch’s John Tobin


Investors must recognise that technological change is a disruptive and pervasive global trend.

“Tech is the new macro … Technological change is accelerating, technological change is disruptive – and it’s pervasive,” Mr Tobin said.

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