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This episode, Marcello Montanari, Managing Director & Senior Portfolio Manager, North American Equities, discusses key themes and factors playing out for the technology sector in 2024, with a particular focus on exciting advancements in ecommerce and generative AI. Marcello also explains how he “adds torque” to portfolios by carefully weighing between growth prospects. (Recorded: January 19, 2024)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-the-outlook-for-the-technology-sector-in-2024/detail/?disclaimer=true.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
3
22 ratings
This episode, Marcello Montanari, Managing Director & Senior Portfolio Manager, North American Equities, discusses key themes and factors playing out for the technology sector in 2024, with a particular focus on exciting advancements in ecommerce and generative AI. Marcello also explains how he “adds torque” to portfolios by carefully weighing between growth prospects. (Recorded: January 19, 2024)
To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/whats-the-outlook-for-the-technology-sector-in-2024/detail/?disclaimer=true.
RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives, personally invested
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