Ellerston Global Investments portfolio manager Bill Pridham says you've got to skate to where the puck is going, not where it's been, to make big returns in the sharemarket.
According to Mr Pridham, the puck is racing to 5G as the backbone of digital services that will succeed the cloud and mobile internet as the economy's next great structural growth story.
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Tom Richardson writes and comments on markets including equities, debt, crypto, software, banking, payments, and regulation. He worked in asset management at Bank of New York Mellon and is a member of the CFA Society of the UK as a holder of the Investment Management Certificate. Connect with Tom on Twitter. Email Tom at tom.richardson@afr.com
