Could current 'over-investment' in technology lead to a correction in the sector?

Candriam's Johan Van der Biest offers an outlook on the tech sector and why he believes it would not be 'illogical' to see a small correction soon. However, such a correction could prove ideal for the Candriam Equities L Robotics and Innovative Technology fund.

Partner insight What is the sector outlook for 2017 and beyond, are the fundamentals still strong? Going forward one of the most important factors to evaluate is economic activity. If we observe that global economic activity continues to go well then I think there might be some further upside. The really negative scenario for me is if for one reason or another we start to see some recession danger in the US. That would really hamper our cyclical approach but we don't see any indications of such a scenario currently. Apart from that, I don't think that we can exclude a technical corr...