Companies we like
Tech company that we comfortably invest in during the rising rate environment
19 March 2021 · Members
Over the last few months, there has been a large sell-off in long-dated bonds. This has also led to a fall in the prices of growth stocks that have long-dated cashflows. For example, the ASX All Technology Sector Index has fallen by 14% from the record high on 10 February. We have used this tech sell-off as an opportunity to…
This article reflects our views at the date of publication and may no longer be current. It is general information only and is not a recommendation to buy or sell any security. Past performance is not indicative of future performance.