While ‘technology’ was once a distinct industry, today there is technology in every business and every sector globally. Being a successful investor in this environment means buying businesses that can stay ahead of the curve, explains Garry Laurence, Portfolio Manager at Perpetual Limited. He shares the example of Nasdaq; while... Show More
Valuations have been marching steadily higher in the technology sector over the past few years. Companies like Amazon and Netflix are now trading on triple-digit PE multiples, so where can the value-conscious investor turn? There are opportunities for those willing to look past the popular mega-caps, says Garry Laurence, Portfolio... Show More