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Macro Mornings 💡
Macro Mornings 💡
👉(17 Incredible Views) Investment Strategy Committee

👉(17 Incredible Views) Investment Strategy Committee

💡 Exclusive Macro & Business Insights

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Alessandro (Macro Strategist)
Oct 03, 2023
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Macro Mornings 💡
Macro Mornings 💡
👉(17 Incredible Views) Investment Strategy Committee
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Hi, and welcome back to The Macro & Business Insights!

(17 Incredible Views) 👇

EQUITY-MARKET GAINS HAVE BEEN DOMINATED BY U.S. MEGA-CAP TECHNOLOGY 🔔

(1) 🚨 “Global stocks extended their gains in the past quarter, but their performance so far this year has been increasingly concentrated to just a handful of names.”

(2) ✔ “The “Magnificent 7” - the largest U.S. publicly listed companies - have benefited tremendously from emerging trends in artificial intelligence (AI), which have propelled valuations of these stocks to especially demanding levels.”

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