Intro

Consensus trades have been put to the sword. Expectations for higher rates, a stronger US dollar, crypto currencies to the moon and especially US tech stock outperformance have all floundered on the rocks of political uncertainty, rising fears of a US growth scare and worries over both overvaluation of stocks and future investment needs for AI and other drivers of the IT story. How many of these concerns are valid and which are worth looking through? Cayla Seder, a senior strategist from our team in the US, joins us to give her perspective on the equity market and whether tech in particular now represents a buying opportunity or if in fact this is the beginning stages of a bubble bursting.

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