Assessing The Recent Tech Resurgence

If inflation is resurgent, it hurts the valuation of higher growth tech names, says Burns McKinney, Managing Director and Senior Portfolio Manager at NFJ Investment Group. He discusses indices such as the S&P 500, Russell 2000, NASDAQ-100, and Dow Jones. He talks about how futures are lower following Tuesday’s gains and assesses the recent tech resurgence. He also mentions his stock picks which include Allstate (ALL), Lockheed Martin (LMT), CoreSite Realty (CORE), and Taiwan Semiconductor (TSM). Tune in to find out more.