- Markets have been exceptionally volatile since mid-November, as investors have digested the impacts of rising inflation, pending US Federal Reserve actions, the potential end of the COVID-19 crisis, and the tragic situation in Ukraine.
- In our strategy, we tend to emphasize higher-growth small- and mid-cap companies, which are earlier in their journey toward profitability.
- Longer term, we see significant opportunities across a range of themes, which range from artificial intelligence, machine learning and analytics to new commerce and digital customer engagement, to cyber security, electrification, autonomous technology, and more.
For further details see:
Technology Investing: Volatility, Valuations And Opportunity