Equities  

What role do tech stocks play in a US equities portfolio?

This article is part of
Guide to finding value in US equities

“Productivity is created when goods are produced and services are provided in faster, cheaper and less resource-intensive ways. Automation and robotics are likely to be increasingly important to global economic growth.

"In our view, technology earnings growth is to keep up with or even outpace overall earnings growth, as technology is an important driver of productivity enhancements.”

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Chloe Cheung is a senior features writer at FTAdviser