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Global Perspectives: Redefining growth potential in the technology sector

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Manage episode 384328565 series 1288112
Content provided by Janus Henderson Investors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Janus Henderson Investors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Portfolio Manager Denny Fish discusses the implications of higher rates and a potential recession on the tech sector and how he sees mega-themes such as artificial intelligence (AI) and cloud computing evolving in the years ahead.

  continue reading

22 episodes

Artwork
iconShare
 
Manage episode 384328565 series 1288112
Content provided by Janus Henderson Investors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Janus Henderson Investors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Portfolio Manager Denny Fish discusses the implications of higher rates and a potential recession on the tech sector and how he sees mega-themes such as artificial intelligence (AI) and cloud computing evolving in the years ahead.

  continue reading

22 episodes

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