US tech stocks have been hit hard, as attention focuses on the underlying quality of themes like the migration to electric vehicles.
Yet this shakeup is also happening against the backdrop of a fast-changing investment environment due to a strengthening US growth outlook, rising inflationary pressure and an unnerved bond market which is driving yields higher.
In this video interview, Will Denyer seeks to unpack these dynamics in order to navigate a course through difficult trading conditions. vimeo.com/521265797 #assetallocation #equities #us #stocks #bonds #economy
• • •
Missing some Tweet in this thread? You can try to
force a refresh
