Groundhog Day for Global tech?

Presented by

Richard Clode

About this talk

Another strong year for technology outperformance will be met yet again by concerns on valuation and regulation. Given this has become an annual debate over the past decade, are investors looking at the sector the right way? Richard Clode, Global Technology Portfolio Manager, discusses these issues and will also cover: •Year-end review of tech sector •Update on key themes •Portfolio positioning and key changes •Performance update •Global Technology Strategy 2020 outlook
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