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By: Guido Giammattei

Guido Giammattei is portfolio manager for the emerging markets equity team at RBC Global Asset Management.

  • DEBATE: Should we be worried about a tech bubble?

    DEBATE: Should we be worried about a tech bubble?

    Should we be worried about a tech bubble, particularly in emerging markets? Tatjana Puhan, managing director and deputy chief investment officer at TOBAM, says YES. Over recent years, we see a clear trend of investors becoming exposed to higher concentration risk in specific sectors like technology. Having represented already a considerable risk exposure in major [...]

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