In this podcast Edmund and Charlotte discuss the performance of
technology stocks.
1. What was the key driver behind the incredible
surge in tech stocks in 2020 and into 2021?
2. Why was the technology sector a tale of two
trends in 2021?
3. In view of the technology stock outperformance could we be headed for a burst in the
bubble? If not, why not?
4. Following
the stellar performance of technology, which subsectors and themes should we
focus on?
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