Global approach better for identifying leaders

Recent months have seen less correlation between technolgy sectors in the world market, says Steve Danby, global theme strategist at Henderson. He says: 'We usually see trends between the sectors, but there has been some diversion between technology, telecoms and various cyclical sectors.' In today's borderless market, a global approach to stock-picking is essential, says Neil Rogan, global focus fund manager at Gartmore. This allows investors to identify sector leaders through analysis of industry and franchise strengths in a global context. 'This approach highlights the differences...