Podcast

The Rise & Rise of Technology

listen |27 Aug 2018

Fund Manager of the Platinum International Technology Fund Alessandro Barbi, is interviewed by Gemma Dale Director, SMSF and Investor Behaviour at NAB Trade.

NAB's Gemma Dale speaks to Alessandro Barbi, Portfolio Manager of the Platinum International Technology Fund, which has focussed purely on global technology opportunities since its inception in 2000. Over the ensuing 18 years, Alex has experienced the ups and downs of a rapidly developing market, and shares his insights regarding:

The key trends that have driven the rise of technological dominance for both industry and consumers,
Specific mega-caps and smaller tech companies that he believes still offer upside,
The outlook for the FANG stocks, including saturation and regulatory risk, and
How to break down the technology sector to find value and invest for the long term.

DISCLAIMER: Issued by Platinum Investment Management Limited ABN 25 063 565 006 AFSL 221935, trading as Platinum Asset Management (‘Platinum’). The above information is commentary only (i.e. our general thoughts). It is not intended to be, nor should it be construed as, investment advice or any form of financial product advice. It has not been prepared taking into account any particular investor’s or class of investors’ investment objectives, financial situation or needs, and should not be used as the basis for making investment, financial or other decisions. Before making any investment decision you need to consider (with your professional advisers) your particular investment needs, objectives and financial circumstances. To the extent permitted by law, no liability is accepted by Platinum or any other company in the Platinum Group®, including any of their directors, officers or employees, for any loss or damage arising as a result of any reliance on this information.

Disclaimer DISCLAIMER: The above information is commentary only (i.e. our general thoughts). It is not intended to be, nor should it be construed as, investment advice. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Before making any investment decision you need to consider (with your financial adviser) your particular investment needs, objectives and circumstances.