Darren McKiernan on Pandemic Portfolio Positioning & the Current State of the Tech Market
The Invested · mackenzieinvestments
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Show Notes
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
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