What do the experts think of US tech stocks?
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
The over-valued tech stocks struggle to offer any benefits for investors less willing to pay their premium
£5.5bn Tritax Big Box was trading at a 30% premium last year but now sits at a 6% discount
Key events for UK wealth managers for the week starting 31 January
Fundsmith CEO also slams Unilever’s obsession with touting sustainability credentials
Terry Smith has previously been critical of the tech giant’s ecommerce business
Star manager has previously been vocal about why he dislikes the structure of Amazon
First time James Anderson and Tom Slater have sold retail platform purely for investment reasons
The key events for UK wealth managers for the week starting 20 July
Lindsell Train manager says every company must be judged in the context of behemoth companies like Amazon
Nordea among the fund firms putting pressure on Brazil
Global equity funds with large allocations to tech could result in a “wider problem” if Monday’s sell off continues with many investors exposed to the sector even if they do not have direct holdings.