Global tech – bubble or opportunity?

Your Wealth

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3y ago 44:31

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With the S&P500 and the Nasdaq at record highs, investors are increasingly nervous about the valuations of global technology stocks. Can the ride continue or is it time for caution in the growth engine of the stock market?

Montaka Global Investments Chief Investment Officer Andrew Macken shares his thoughts on:

Why the world’s best companies will keep on growing
How his views on buying ‘value’ companies have changed
What constitutes a great business, and how to identify its attributes, and
Which tech opportunities should be approached with caution.

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