For the first episode of Head to Head in 2022 we looked at one of the biggest pinch points for investors so far this year – volatility in the technology sector.
Figures show that while the S&P 500 is down 5.5% from the start of the year until 4 February, the Nasdaq 100 technology sector is down 12.3%. And the big names, like Facebook's owner Meta, which saw $230bn wiped from its market value in a single day, and Netflix are causing some of the biggest ructions. Is it time to give up on the tech growth narrative? And what does this shift in market mean for different investing styles? Kathleen Gallagher, Features Editor at Investment Week speaks to Brandon Ladoff, fund manager at Polen Capital and Tatjana Puhan deputy CIO at TOBAM to disc...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
