SEPTEMBER/OCTOBER ISSUE

No form of investment has been as much discussed in recent years as that of investing in technology companies. The case of the so-called Magnificent Seven has been a constant source of analysis and investment commentary. The inevitable outcome has been to wax lyrical about these tech investments.
There can be no doubt that those institutional investors who embraced tech investments have been decently rewarded. The question now is: can institutional investors still be as con dent about the benefits of investing in tech going forward?
The negative side of investing in tech is the concentration risk created in the market by the dominant force of the Magnificent Seven. How problematic is this for investors? And does it remain a challenge?