294. Why the big tech names can continue to outperform in 2024

<p>Simon Nichols, manager of BNY Mellon Multi-Asset Balanced, explains why he believes the world’s leading technology firms can continue to deliver strong performance heading into 2024. Simon also explains the fund’s thematic approach, and how it helps identify companies tapping into major themes, like de-globalisation and aging populations, to micro-themes like advancements in semiconductor technology.</p><p>Simon also highlights his preference for government bonds and explains how uncertainties surrounding interest rates, economic growth, and inflation impact his economic outlook going into 2024 – and where he believes there will be opportunities.</p><p><b>What’s covered in this episode...