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Why Tech is Deflationary in an Inflationary World: Matt Brockman speaks to David Toms
Manage episode 353779820 series 3442226
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"Tech is deflationary in an inflationary world…” in an Hg Orbit Podcast Special and the first of a quarterly conversation, Matthew Brockman (Managing Partner) and David Toms (Head of Tech Research) review trends observed across the tech sector during another eventful period in the world. They discuss a clear divergence of sentiment in tech markets, during which growth in earnings has proved to be powerful protection against the volatility. Both guests also reflect on the longer-term secular tailwinds in enterprise software & services, with digital transformation of business activity continuing at apace.
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