We expect the tech sector to outperform in 2023, driven by above average growth, reaching a peak in the interest rate cycle in 2H which should be positive for ‘growth’ stocks. In the note, we cover 26 companies. Our top picks include Trainline, Big Technologies and Keywords, which we briefly highlight in this video. Click the graphic below to watch the video.
Research Reels: Tech & Media 2023 Outlook - Poised to outperform
09.02.2023
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