November 12, 2013
This paper discusses how:
- The "Data Deluge" we are experiencing is one of the world's durable investment themes.
- Significant capital investments in data infrastructure provide structural support for this trend.
- Many companies can benefit from the collection, analysis, transmission and storage of data.
From email, to social media, to online banking, to inventory management, to healthcare-new technology pervades almost every aspect of our personal and professional lives. That said, new technology isn’t just about new gadgets, and the data deluge isn’t just about more and more information. These megatrends are about new ways to transfer knowledge, drive innovation and productivity, and transform how we do business. Time horizons and costs have been compressed, making it easier for companies to experiment with new ideas. Information that was previously inaccessible is now, literally, at consumers’ fingertips.
To learn more, access the full commentary on oppenheimerfunds.com.
Read more about the Data Deluge. Read about other Investing Megatrends shaping global investing: Mass Affluence and Aging.
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