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Amid high US valuations, tech and banks still a draw

Mr Clark says tech firms remain firmly backed by long term, structural trends.

Ms Welch says loan growth can accelerate with a stronger economy and changes in tax laws.


IN the US, valuations have been deemed expensive for some time. Yet fund managers see continued potential in at least two themes: Technology and banks.

Graeme Clark, a Janus Henderson portfolio manager helping to run one of the largest tech funds in Europe, told The...

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