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We’re still dealing with Covid-era distortions in tech fundamentals: Portfolio manager Kevin Burkett

Tax
08-23-2023
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Published on BNN Bloomberg

July 24, 2023

Kevin Burkett, portfolio manager at Burkett Asset Management, tells BNN Bloomberg that valuations are very rich in the tech sector and that YTD gains in this sector are all driven by companies with more resilient earning streams. He believes that the mega cap tech and health care sectors could be vulnerable to political pressures from the U.S. elections in 2024. He also discusses the impact of rate hikes on Canada’s housing market.

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Content on Burkett Insights is provided for general informational purposes only and may include materials from Burkett Asset Management Limited, Burkett & Co. Chartered Professional Accountants, Burkett Family Office Services, and other contributors. The information does not constitute investment, financial, accounting, tax, or legal advice, nor is it a recommendation or solicitation to buy or sell any security.

While efforts are made to ensure accuracy at the time of publication, no representation or warranty is provided regarding completeness, reliability, or timeliness. Opinions expressed are those of the contributors and may change without notice. References to investments or strategies are illustrative only and may not reflect current or future holdings or views. Past performance is not indicative of future results.

Readers should consult qualified professionals for advice tailored to their circumstances. Services of Burkett Asset Management Limited are available only in jurisdictions where the firm is appropriately registered.

© 2026 Burkett & Co. and Burkett Asset Management Limited

Content on Burkett Insights is provided for general informational purposes only and may include materials from Burkett Asset Management Limited, Burkett & Co. Chartered Professional Accountants, Burkett Family Office Services, and other contributors. The information does not constitute investment, financial, accounting, tax, or legal advice, nor is it a recommendation or solicitation to buy or sell any security.

While efforts are made to ensure accuracy at the time of publication, no representation or warranty is provided regarding completeness, reliability, or timeliness. Opinions expressed are those of the contributors and may change without notice. References to investments or strategies are illustrative only and may not reflect current or future holdings or views. Past performance is not indicative of future results.

Readers should consult qualified professionals for advice tailored to their circumstances. Services of Burkett Asset Management Limited are available only in jurisdictions where the firm is appropriately registered.