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


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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