We continue to take a selective stance on stocks within the small cap Technology space. The sector’s equity performance was lacklustre over 2019, rising 4% and keeping pace with the All-Share index (relative to multi-year periods of outperformance) as investors took a cautious stance on geopolitical and macro risk. We believe cautious sentiment is likely to dominate trade during the first half of 2020 and maintain our preference for consumeroriented players, consistent with our Arden Th
20 Nov 2019
We remain selective; Buy Consumer Tech
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We remain selective; Buy Consumer Tech
Frontier Developments Plc (FDEV:LON), 204 | Keywords Studios plc (KWS:LON), 1,170 | Team17 Group PLC (TM17:LON), 270
- Published:
20 Nov 2019 -
Author:
Kartik Swaminathan -
Pages:
21
We continue to take a selective stance on stocks within the small cap Technology space. The sector’s equity performance was lacklustre over 2019, rising 4% and keeping pace with the All-Share index (relative to multi-year periods of outperformance) as investors took a cautious stance on geopolitical and macro risk. We believe cautious sentiment is likely to dominate trade during the first half of 2020 and maintain our preference for consumeroriented players, consistent with our Arden Th