What are the thematic opportunities in 5G?

Why should I consider active 5G investing?

The multi-stage opportunity, the complexity of that opportunity and the potential for competitive bifurcation are all strong arguments for addressing the 5G investment theme through active management.

What are the thematic opportunities in 5G?

IHS Markit estimates that 5G will help create over $13 trillion of economic growth and 22 million new jobs, globally, between now and 2035 . At Neuberger Berman, we believe that 5G connectivity is potentially one of the broadest and most important growth investment themes seen for decades.

Is it too early or too late to invest in 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.

Which country is going to win the 5G race?

The next generation of connectivity is here, and many nations are competing for the top spot in global 5G development. Which nation has got the most out of it so far?