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Neuberger Berman 5G Connectivity Fund

Is it too early or too late to invest in 5G?
5 Questions to 5G

Although 5G deployment and proliferation are in early days, we believe it is an unstoppable trend. Structural shifts to remote work, online classes and virtual health are driving strong demand for 5G connectivity, and the coronavirus pandemic is accelerating these trends. Watch this video which YT Boon, Director of Research - Asia, explains why the 5G investment universe is now ripe for attractive alpha generation.

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Did you know


Enterprises are eyeing to roll out 5G private networks


Source: Ericsson “5G for business: a 2030 market compass” October 2019.

5G is Seen as a Strategic Asset by Many Nations

Siemens, Volkswagen and Bosch are among some of the enterprises taking steps toward setting up their own private 5G networks that are dedicated, secured and optimized. 5G private networks are especially crucial for applications such as robots and autonomous vehicles which need reliable connections to perform critical tasks in real time. Ericsson estimates that the 5G industry digitalization business potential could reach USD 1.5 trillion by 2030, with almost half being addressable by service providers.


5G News

  rel="noopener noreferrer" COVID-19 has pushed health care online -- and 5G will make it better > Read More
 Huawei signs up 18 carmakers to drive 5G adoption in China with connected vehicle initiative > Read More
 Thailand leads ASEAN in 5G rollout due to pandemic > Read More

Featured Stock Story

T-Mobile US (Nasdaq: TMUS)


Source: T-Mobile

T-Mobile US is a leading wireless services operator in the US with over 86 million of subscribers.

The recent merger with Sprint will allow the new T-Mobile to secure enough wireless spectrum and build a very competitive 5G network in the US. The company is partnering with Ericsson and Samsung to roll out standalone 5G with low latency, higher speeds and massive connectivity, enabling new services and applications.

Despite COVID-19, T-Mobile’s network build remains on track as the pandemic has accelerated the demand for 5G given the surge in data usage. Its competitors AT&T and Verizon are also accelerating the roll-out of 5G services in preparation for the new 5G iPhone launch in 4Q 2020, but T-Mobile will likely show the fastest service revenue and profit growth in the communication service industry.


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