New technology trends present great opportunities for investors but getting the timing right isn't easy, says Pie Funds chief executive Mike Taylor.
Three big trends were currently shaking up the business landscape, Taylor said.
Electric cars, renewable energy and online retailing were all approaching the tipping point where they could start to make major social changes.
"If we look at something like retail and the move to online, the tech bubble occurred 17 years ago," Taylor said.
"Internet stocks went to the moon between 1995 and 2001, then they collapsed and most of them went out of business. It's actually been 15 years after the move to online has really gathered momentum."