Written by: Jonathan Lo and Tony Genua | AGF
Recently, we have spent a lot of time meeting with clients, and undoubtedly the first question on everyone’s mind is around the rally in technology to start the year. Thus far, the worst performers in 2022 have been the best performers in 2023.
Based on this, a natural question that clients may be wondering is – are we missing the boat on Technology? Is it time to get back in? Has the 2022 regime – Energy as a market leader, caution around high valuation stocks – exhausted itself, and is it time to reconsider our substantial underweight in Technology?