Electric Vehicles and Large Tech Sectors For Secular Growth

Tech sector is oriented toward secular not cyclical growth, says John Quealy of Trillium Asset Management. They are looking for quality business models and financial profiles. They focus on better ESG profiles and thematic exposures. Secular examples include electric vehicles and large tech. Industrials stocks focusing on agricultural equipment and electrical equipment give them a balance between value and growth.

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28 May 2021

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Electric Vehicles and Large Tech Sectors For Secular Growth

Tech sector is oriented toward secular not cyclical growth, says John Quealy of Trillium Asset Management. They are looking for quality business models and financial profiles. They focus on better ESG profiles and thematic exposures. Secular examples include electric vehicles and large tech. Industrials stocks focusing on agricultural equipment and electrical equipment give them a balance between value and growth.

Market Overtime

28 May 2021