In this episode of our Global Perspectives podcast series, Portfolio Manager Denny Fish joins Adam Hetts in a discussion of how different segments of the tech sector will likely be impacted through each phase of the global economic reopening and recovery.

Key Takeaways

  • High-growth tech stocks’ potential for multi-year growth should allow them to withstand near-term pressure caused by rising inflation expectations.
  • As we move through various stages of reopening, certain areas of the tech sector stand to benefit, with cyclical growth stocks such as semiconductors being the initial beneficiaries, followed by digital advertising platforms and payment processors as we enter the re-consumption phase.
  • We also expect demand for robotics and artificial intelligence to accelerate as more areas of the economy embrace these technologies for process automation.

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