Part III: Where are you finding value in equities after this year's rally?
Lew Piantedosi portfolio manager at Eaton Vance Technology This year the market is being led by the more defensive sectors, such as consumer staples, healthcare and telecoms, due to the earnings predictability and stability of these sectors. The tech sector offers the best value in the market today. Big picture, long-term trends such as big data, cloud computing, desktop virtualisation, secure networks and mobile computing are still in their infancy and poised to become huge growth drivers for those companies. Investors can buy access into these long-term growth trends at v...
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