Darren McKiernan on Pandemic Portfolio Positioning & the Current State of the Tech Market
In this episode, host Matthew Schnurr joins Darren McKiernan. He leads Mackenzie’s Global Equity & Income Team and he is also the lead manager of the Mackenzie's Global Dividend Fund. Together, they explore all the moves Darren has made to re-position portfolios with a bottom-up approach. They also discuss views on technology companies, their valuations, and opportunities within this space. Learn by Key Topics: (1:00) History of Portfolio Changes during the Pandemic to Now (17:39) Views on Technology from the Pandemic to Post-Pandemic Climate At Mackenzie, we want to create a more invested…
The skinny
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