195: Tech turmoil and fighting thematic FOJI

It has been a difficult start to the year for many tech stocks. In this episode, we look through the present volatility to examine the broader relationship between valuations and growth themes. Seemingly high starting price-to-earnings ratios haven’t seemed to deter investors’ fear of missing out (FOMO) in the past, but should they lead to a fear of joining in (FOJI) today? LGIM’s ETF analyst Elisa Piscopiello shares her fascinating research on this important topic in this episode of LGIM Talks. This episode is hosted by Robert StGeorge.