Utilities and telecoms are being negatively impacted by interest rate environment changes, but some sectors are showing resilient economic growth, says Evan Bauman, portfolio manager on the Legg Mason ClearBridge US Aggressive Growth fund.
Fund groups are raising their technology exposure in existing funds, and even launching sector-specific mandates, as they predict disruptive technologies will wipe out household names in the future.
Credit Suisse estimates revenues from the sharing economy will grow from $15bn in 2013 to $335bn in 2025, but how can investors access it? Mike Fox, head of sustainable investment at Royal London Asset Management, explains.
Six of the biggest tech stocks