Anupe Dhanday

Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.

Anupe joined LGIM in 2019 as a Portfolio Manager and is focused on investment management aspects of the ETF platform. Prior to joining, he worked at NatWest Markets (formerly known as RBS), ABN AMRO and China Post Global from 2006 to 2019 in various investment management and product structuring roles. Anupe earned a MSc in Economics and Finance from the University of Warwick and a BSc in Economics from City University. He has completed the IMC and is a CFA charterholder.

Technology overconcentration versus thematic diversification

Could the mega-cap technology giants that powered market gains in the early part of this year become an Achille's heel in the event of a recession? And if so, how might investors look to diversify?

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Technology overconcentration versus thematic diversification

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