, and more have all made similar assessments tied to an economic recovery and the discovery of a COVID-19 vaccine.Election risks and more
"Regulation for tech is coming no matter who wins in November — that's just going to be when we start looking at precisely what the angle of that regulation will be," he said. "But that's going to be both a headwind for growth, tech being a very large component of growth obviously, and a tailwind for value."
Though he warned against rotating too quickly and robustly, Gokham recommended investors start shifting into value now.
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