Head to Head episode 2: Is it the end of tech's bull run and what does that mean for investing styles?

Volatility in markets sparks discussion

clock • 1 min read
Brandon Ladoff, fund manager at Polen Capital goes head to head with Tatjana Puhan CIO at TOBAM
Image:

Brandon Ladoff, fund manager at Polen Capital goes head to head with Tatjana Puhan CIO at TOBAM

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...

To continue reading this article...

Join Investment week

  • 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

Join now

 

Already an Investment Week
member?

Login

More on US

The Twitter shareholders said Musk purchased Twitter stock at an artificially low price.
US

Twitter investors sue Elon Musk for stock 'manipulation' during takeover bid

Accused of delaying stake disclosure

clock 27 May 2022 • 1 min read
These price increases follow already substantial price hikes for semiconductors from 2021

Franklin Templeton: High barriers to entry compound 20% semiconductor price hike

Follows previous substantial hikes

Melanie Boulton
clock 26 May 2022 • 2 min read
The latest episode of  A Fresh Take

A Fresh Take: Intersectionality in the industry

Communities under the radar

Lauren Mason
clock 26 May 2022 • 1 min read
Trustpilot