170. Is the recent tech sell-off just the beginning of a stock market correction?

Darius McDermott and Juliet Schooling Latter return to discuss the major issues impacting markets in the final quarter of 2021 and the first few weeks of 2022. They talk about inflation, the recent sell-off in technology and growth stocks and discuss the role value funds have in a portfolio. Darius says that the US central bank has already made a policy error and Juliet reveals the areas she thinks are worth considering this ISA season.
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The last quarter of 2021 saw inflation continue to rise and the start of a value/growth rotation that has continued into 2022. In this podcast, Juliet Schooling Latter and Darius McDermott discuss the themes impacting markets and give their views on where investors may like to consider investing their ISA savings this year. From Japan to biotech stocks, to topping up on both growth and value, they have some interesting ideas.

What’s covered in this podcast:

  • Why there was such a mix of sectors among the best performers of Q4 2021
  • Inflation and how it’s impacted markets
  • If the recent sell-off in tech stocks is the start of a more prolonged correction
  • Whether you should hold value funds for long term performance or to benefit from a ‘bounce’
  • The role of the US central bank in deciding the direction of markets this year
  • The ‘quit indicator’
  • Where to invest this ISA season
This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.

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