For the last decade, technology companies have been rallying. Earnings growth in the sector is strong, and expectations for the future are high. With valuations relatively full, as well as noise surrounding the Trump presidency, geopolitics and uncertainty in technological advancements, we must remain vigilant. Quality investing is more than just tech. When investing for the long term, defensive equity growth opportunities – quality companies that provide sustainable growth and stability, even in volatile markets – can fill a defensive gap in portfolios.

Alan Pullen | 0.75 CE

The technology sector has now eclipsed its all-time high relative to the S&P 500, exceeding its dot.com bubble highs. So this begs the question – is this a bubble and what is the risk of another tech wreck?

Alan Pullen | 0.50 CE