“Happy New Year to you, and I trust that you had a relaxing and enjoyable holiday season. I have registered for the 12th January, so shall look forward to another evening of lively discussion!

“In the last Markets Now, we spoke in the bar about some suggestions to add further value to these sessions. I made the comment about further identifying sectors and companies that could perform based on the theme of the evening, and you asked me to email you with the suggestion. Apologies that it's taken me this long to respond, as my work and family leave me little spare time.

“To encourage further interactivity, perhaps attendees could make suggestions (in advance, or on the evening) of companies, funds, bonds, or other that they follow, invest, or are familiar with in these sectors.  Of key themes that would also benefit everyone to different companies. 

“Using the topic of technology, due to it's sheer breadth, this could be segmented into areas of key interest that Fuller Treacy has been commenting on, such as: 

• Cloud Computing
• Security (which has become even more poignant with the increasing prevalence of ransomware)
• Robotics
• IOT [Ed: Internet Of Things?]
• Fracking
• Nuclear
• 3D Printing
• Nano

“As Eoin already periodically reviews some of these sectors, and companies, these additional suggestions from attendees would further enlighten through knowledge other areas of potential investment opportunity that would benefit the community. 

“While likely too late now for the 12th January, a possible suggestion for the future, to which I'm happy to contribute.” 

David Fuller's view

Thank you for your interest and for also following up on our discussion during the East India Club bar session following the last Markets Now meeting. 

Personally, I welcome input from you and any of our other interested and often very knowledgeable subscribers at these seminars.  I think this is best handled on an informal basis, since people attend to hear the speakers and ask questions or otherwise comment, if they wish to do so.  I enjoy meeting subscribers and their friends or colleagues.  These sessions also stretch me, in a constructive way, and I enjoy learning from other speakers and also our extremely experienced delegates. 

You have obviously thought a lot about technology, which could not be a more important and fascinating field, in my opinion.  I hope you will actively participate in questioning guest speaker, Charles Elliott, not least on the technology sectors and shares that he feels will be most important over the next five or ten years.