In this article, Portfolio Managers Jonathan Curtis and Ryan Biggs share their insights on where they see opportunities in digital transformation and how they are thinking about the relative attractiveness of public and private company investment opportunities.

As more people are getting vaccinated and economic conditions return to normal, Franklin Equity Group’s Jonathan Curtis says the digital transformation themes that accelerated during the COVID-19 crisis are still just getting started.

Digital transformation was already underway prior to the COVID-19 pandemic, but the resulting economic crisis has caused an acceleration, according to Franklin Equity Group’s Jonathan Curtis. He shares where his team is looking for potential opportunities within technology during the current period and beyond.

The technology sector has been on a volatile ride of late, driven in large part by the fortunes of some household names.

In January of this year, Franklin Equity Group’s Jonathan Curtis and Robert Stevenson headed to Las Vegas for the Consumer Electronics Show (CES), the biggest technology trade show in the United States. Here, they report back on some of the event’s highlights, including the battle of “smart speaker” platforms, the road ahead for autonomous cars, artificial intelligence and other tech trends.

We believe many of the unfulfilled dreams of the dot-com era are finally being realized as the convergence of hyper-connected consumers and increasingly sophisticated technology and software has allowed companies to provide services that seemed impossible even 10 years ago.