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Tech is one of the best places to look for bargain-priced stocks now, because the sector has been hit so hard. The worst of the tariff storm could be behind us. Meanwhile, the U.S. economy will likely avert a recession, since employment is holding up and companies generally have strong balance sheets. They don’t have the financial vulnerabilities that can create the kind of trouble that turns slowdowns into recessions.
For help identifying attractive stocks in the tech sector, I turned to money managers at the Putnam Global Technology Fund
PGTYX, because they have a strong long-term performance record.