- 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.
For further details see:
Rethink Technology Positions For 2022: A Technology Portfolio For The COVID Era