How to invest in 5G technology, stock picks from Neuberger Berman - Business Insider

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A Neuberger Berman investment chief says he's identified 3 overlooked ways to profit from world-changing 5G technology — and shares the stock picks best-suited for all of them

An exhibitor tests a device during a press preview for the 2019 World 5G Convention in Beijing, capital of China, Nov. 20, 2019.Hari Ramanan, a co-manager of Neuberger Berman's Next Generation Connectivity Fund, says three promising ways of investing in 5G wireless technology are being overlooked.

"Almost every aspect of our lives is likely to be changed by the coming of 5G," wrote Hari Ramanan, the investment chief for research funds at the firm and manager of its Next Generation Connectivity Portfolio, and Y.T. Boon, its director of Asian equity research. In a research paper, the duo argue that there are three major ways to invest in the transformative aspects of 5G technology that are going mostly unrecognized by the stock market. They found more than a dozen companies that get at least half their earnings growth from 5G-related products and technology.

 

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