Darren McKiernan on Pandemic Portfolio Positioning & the Current State of the Tech Market

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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