Macrovue's Global 5G Technology Portfolio

The 5G Technology Vue is a concentrated portfolio of high conviction positions in ten stocks, researched and analysed by our investment team.

Macrovue’s Global 5G Technology Portfolio’s Performance*

* Returns as of 31 August 2018. Past performance is not a reliable indicator of future performance. For full performance numbers and methodology, please click here.

Why invest in Global 5G Technology Portfolio

It is forecast that companies are going to spend almost $5 trillion on the IoTs industry in the next five years which will transform the way businesses, governments and consumers interact with the world. 5G technology is an absolute necessity to power them.

5G has a huge addressable market both in the developed and developing world. The industry players are numerous, regulation is supportive and the technology is in its very early days so it is an optimal time to invest.

5G is the latest iteration of wireless communications technology, expected to transmit data about 10 times faster than 4G LTE – the current standard that most of us use today.

5G will bring a major change in mobility, enable the spread of the Internet of Things (IoT), such as smart devices, as well as provide the mobile bandwidth necessary for self-driving vehicles. In fact, 5G technology is an absolute necessity if these new technologies are to operate efficiently.

To get a perspective of the impact of 5G, it is estimated that by 2020 there will be 25 billion IoT devices in use as well as more than 300,000 level three and four autonomous vehicles on the road. A recent study “The 5G Economy: How 5G technology will contribute to the global economy” by Dr David Teece, a professor at the University of California Berkeley, and market researcher, IHS Markit, forecasts that 5G technology will create 22 million jobs and have a $US12.3 trillion impact on goods and services by 2035.

Find out which 10 5G technology stocks were hand-picked by experts to maximise your investment returns.


Meet Macrovue's Investment Team

Clay Carter | Head of Investment Committee

Clay has 25+ years experience managing global equity portfolios. Most recently, he was Head of International Investments at Perennial Investment Partners. Previously, Clay managed investment portfolios at QBE, PM Capital, Legal and General Life of Australia, and AMP. He has developed alternative methods to traditional market analysis and portfolio management and regularly appears on CNBC Asia and Bloomberg TV.

Dev Sinha | Chief Investment Officer

Dev is the co-founder of Macrovue and leads the Equity Research and Product Development teams. He started his career as a quantitative analyst at Putnam Investments in Boston before moving to Singapore to join Bank of America Merrill Lynch. Dev has an MBA from The Fuqua School of Business, Duke University and an MS in Financial Engineering from Columbia University.

Dr. Sid Sahgal | COO

Sid brings almost 20 years of experience in finance and technology. He started his career at Honeywell Aerospace as a software engineer before moving to Bank of America Merrill Lynch in New York as a quantitative analyst. Before starting Macrovue, Sid was a lecturer at UNSW while completing his PhD in Finance. He also holds a Masters in Computational Finance from Carnegie Mellon University.

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