Qhov kev txhawj xeeb ntawm lub hli yog tias Asmeskas tau mus rau kev lag luam poob qis, tab sis ntau tus thawj tswj hwm nyiaj txiag ntawm lub lim tiam no Morningstar Investment Conference tau hais tias lawv tsis xav tias yuav muaj kev poob qis heev. Lawv tab tom pib mus yos hav zoov rau kev sib tham hauv cov khoom siv thev naus laus zis nyuaj thiab ntawm cov tuam txhab lag luam.
Giroux twb nrhiav tau txoj hauv kev hauv lwm lub hnab tshos ntawm cov cuab yeej cuab tam uas tseem tau raug ntaus, tab sis muaj cov ntsiab lus txaus nyiam thiab cov nyiaj tau los muaj zog, suav nrog cov uas tuaj yeem nthuav cov nyiaj tau los peb lossis plaub zaug sai dua li kev ua lag luam tab sis tab tom ua lag luam qis dua piv rau kev ua lag luam. . Cov tuam txhab uas nws sau npe suav nrog cov npe xws li
Kua
(PAB),
Microsoft
(MSFT), thiab
Nvidia
(NPE).
Amazon.com
(AMZN), piv txwv li, yog kev lag luam rau kev ntsuas ntawm nws cov huab lag luam, Amazon Web Service, muab cov tub ua lag luam nws cov khw muag khoom loj heev thiab kev lag luam tawm dawb, nws hais.
Txawm hais tias muaj kev lag luam poob qis, Giroux tau hais tias, qhov kev pheej hmoo no twb tau tshwm sim hauv cov khoom lag luam semiconductor, cov tuam txhab lag luam, thiab cov nyiaj txiag muab lawv cov kev poob qis ntawm 30% lossis ntau dua los ntawm lawv qhov siab.
Ob lub tuam txhab lag luam semiconductor thiab cov tuam txhab lag luam muaj qhov chaw zoo dua li lawv feem ntau yog nce nqi, kuj ua rau lawv muaj txiaj ntsig zoo tiv thaiv kev nce nqi, nws hais.
Khib Txuas
(WCN.Canada) yog ib lub npe uas nws tau teev tseg raws li tus yeej ntawm tus nqi zog.
BlackRock's Moore kuj pom cov hnab ris ntawm lub sijhawm hauv tshuab, tshwj xeeb tshaj yog software. Nws nyiam cov tuam txhab uas nws cov nqi qis dua li 40% ntawm qhov siab tshaj plaws tab sis tab tom tsim kom muaj nyiaj txaus txaus.
Tsis muaj kev saib xyuas txaus yog raug them rau cov haujlwm ntawm cov thev naus laus zis xws li huab ecosystem - huab-computing software tuam txhab, tab sis kuj muaj kev sab laj thiab lwm tus ua rau huab xam - nrog rau cybersecurity software, nws hais. Ob pawg no yog thaj chaw uas cov thawj coj ua haujlwm thev naus laus zis "xav tawm lawv txoj haujlwm piv rau lawv cov kev siv nyiaj" txawm tias lawv tab tom nrhiav kom txo cov nqi teb rau kev nce nqi siab, nws hais.
Kev pom los ntawm cov thawj coj thoob ntiaj teb yog me ntsis tsaus. Sammy Simnegar, tus thawj tswj hwm ntawm Fidelity International Capital Appreciation, pom kev poob qis ntawm kev tsaws muag rau Asmeskas kev lag luam. Qhov feem pua ntawm US cov peev txheej lag luam saum toj no lawv 20-hnub txav nruab nrab-ib lub npe rau qhov dav, lossis kev txhawb nqa kev lag luam dav npaum li cas - yog ntawm 29%, nws hais.
"Kev lag luam nqaim feem ntau yog qhov tseem ceeb ntawm kev lag luam qeeb," nws hais.
Lwm lub hnab nyiaj muaj kev txhawj xeeb yog Asmeskas kev lag luam vaj tsev, muab cov nqi tsev nruab nrab hauv Asmeskas tau nce los ntawm $ 275,000 hauv 2019 txog $ 375,000 hauv 2022, txawm tias raws li cov nqi tsev qiv nyiaj tau nce los ntawm 3% mus rau 5%. Simnegar pom muaj npuas tshwm sim - yog vim li cas, nws hais Barron tus, nws tau muag tawm ntawm nws cov khoom nyob hauv Asmeskas.
Ntau nthuav tsis ntev los no yog cov neeg cog qoob loo zoo li
Nestle
(NESN. Switzerland),
Novo Nordisk
(NOVO.B.Denmark) thiab Sika (SIKA.Switzerland) uas nws tus nqi-nyiaj tau los piv tau poob los ntawm nruab nrab 30s mus rau qhov zoo nkauj tshaj 20s, Simnegar hais.
Txawm hais tias Moore pom muaj cib fim hauv cov tuam txhab lag luam zoo ua lag luam ntawm qee qhov ntawm lawv qhov pheej yig tshaj plaws, nws hais tias qhov kev xav tsis zoo nrog rau qhov tsis paub meej ntawm thaj chaw thiab kev lag luam tau ua rau BlackRock qhov $ 21.6 billion Global Allocation Fund kev faib nyiaj ntsuab kuj tseem nyob ntawm ib lub hlis twg.
Moore tau hais tias "Kev xav tau tawg tawm tam sim no," "Feem ntau, koj xav lean, tab sis tso nyiaj ntau ntau [hauv tam sim no] - peb tuaj yeem daig hauv kev lag luam ntau. Kuv tsis mob siab tab sis kuv tsis nyob hauv qhov nrawm nrawm. "
Sau ntawv rau Reshma Kapadia ntawm [email tiv thaiv]