Baillie Gifford invested early in Tesla, Amazon, and other tech juggernauts. Here are its top themes and 5 stock picks for 2020, according to the US equities chief.
The retail apocalypse and streaming wars demonstrate what happens when newcomers enter an industry with innovations that give the incumbents a run for their money.
Slater is betting that the "institutionalized and inefficient" healthcare industry is up next for disruption. can shake up clinical practice in the same way it reduced the cost of of DNA sequencing. Its understanding of the genetic and molecular basis of diseases can help it increase the success rate of clinical trials for tumor treatments, according too Slater.
In the 2020s, more entrepreneurs will digitize virtually every part of their businesses include payments, shipping, and data storage, Slater predicts. is his growth portfolio's largest holding. In addition to the ecommerce giant, he's betting on
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