Portfolio managers Walter Price and Mike Seidenberg give an update on the first quarter of 2022 for the technology sector and discuss their thoughts on the rest of the year, as well as Mike taking on the lead portfolio manager role from July.
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Summary
We have long seen the potential for a shake-out in streaming services. While streaming has undoubtedly revolutionised the way we consume TV, it has been clear that too many companies are trying to gather subscriptions at a time when consumer wallets are increasingly squeezed. In this update we examine the changing landscape for streaming, plus how the post-pandemic 'new normal' is affecting the technology sector.