After a tough year for tech, the sector’s stocks are “down but by no means out,” according to CNBC Pro Talks ‘ next guest. Jeremy Gleeson of AXA Investment Managers will join CNBC’s Joumanna Bercetche to share his take on how to pick the best tech stocks and to name his favorite long-term opportunities in the sector. Gleeson has more than 20 years of investing experience, with a focus on the tech sector. He joined AXA in 2007, where he currently manages funds including the AXA Framlington Global Technology Fund. Companies in the fund, which beat the market benchmark in the third quarter to return 3.5%, are showing earnings trends that are significantly ahead of the market, according to Gleeson. Watch the next Pro Talks on Wednesday, Dec. 21 at 12 p.m. GMT/ 8 p.m. Singapore Time / 7 a.m. EST. See more from our previous Pro Talks: Asset manager says Big Tech is set for a comeback — and names 2 stocks to get ahead of it Outperforming asset manager picks the stocks set to win as margins get squeezed Stay invested in chip stocks, says one fund manager — who reveals how he’s trading the sector Related coverage from Pro: Bank of America says 2 global chip stocks could rise by 75% on EV car sales Goldman Sachs upgrades this global tech giant, saying the stock could rise up to 90% Dan Niles thinks the S & P 500 will hit a ‘new low’ in 2023. Here’s how he is trading it
After a tough year for tech, the sector’s stocks are “down but by no means out,” according to CNBC Pro Talks’ next guest.
Jeremy Gleeson of AXA Investment Managers will join CNBC’s Joumanna Bercetche to share his take on how to pick the best tech stocks and to name his favorite long-term opportunities in the sector.
Gleeson has more than 20 years of investing experience, with a focus on the tech sector.
He joined AXA in 2007, where he currently manages funds including the AXA Framlington Global Technology Fund. Companies in the fund, which beat the market benchmark in the third quarter to return 3.5%, are showing earnings trends that are significantly ahead of the market, according to Gleeson.
Watch the next Pro Talks on Wednesday, Dec. 21 at 12 p.m. GMT/ 8 p.m. Singapore Time / 7 a.m. EST.
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