This episode, Marcello Montanari, Vice President & Senior Portfolio Manager, North American Equities, provides an update on the technology sector. He explains how he is managing the space amidst the shifting growth versus value market narrative, and the ongoing challenges of the pandemic. Marcello also talks about how tech companies have become key infrastructure players, and if he thinks the strong earnings will continue into 2022. (Recorded September 10, 2021)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/more-growth-in-store-for-the-technology-sector/detail.