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IMCV - Rethink Technology Positions For 2022: A Technology Portfolio For The COVID Era
iShares Morningstar Mid-Cap Value ETF
Why the COVID pandemic, and side effects such as inflation, will be the most important risks for technology companies and the economy in 2022.
A correction in technology stock valuations will probably be the key driver of stock performance in 2022, but technology companies that combine value and growth will recover quickly.
The current regulatory climate is not particularly friendly to big tech, but I expect minimal impact to companies in the Rethink Technology Portfolio.