Each week, a professional investor tells MoneyWeek where he’d put his money now. This week: Walter Price, manager, Allianz RCM Technology Fund.
It’s been an interesting year for tech investors and we expect 2014 to be no less eventful. We saw economic and political headwinds begin to subside, escalating battles to dominate cloud technology, and the dramatic results of monetising mobile internet usage.
With a seemingly friendlier macroeconomic picture for the coming year, we expect the trends we saw in 2013 to accelerate, which will create opportunities for investors able to separate the winners from the losers.
Given our [...]
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