BVTV: Tech in 2018 vs 2000 – ‘don’t look back in anger?’

Bond Vigilantes

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6y ago 6:20

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For investment professionals only. Not for onward distribution. Issued by M&G Securities Limited and M&G International Investments Ltd. Both are authorised and regulated by the Financial Conduct Authority in the UK. Please see Bondvigilantes.com for further information. Last time I was on BVTV, we touched on how Apple’s market cap is rapidly approaching that of all Europe’s banks combined, prompting me to focus in on the tech sector today, as I try to answer some of the questions that we are most frequently asked by clients. In particular, what are the similarities and differences between 2000 and 2018, and why is momentum (aka hope) currently winning out in the epic battle of earnings vs hope? Tune in as I take a look behind the scenes at what’s driving developments in the sector.

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