Montgomery Investment Management’s Post

US equities have hit new all-time highs in 2024, boosted by the dominance of the Magnificent Seven tech giants. With the valuation gap between the US and other regions widening, Charles Hepworth, CAIA CFA believes investors should adopt a global approach when searching for quality growth, highlighting diversification opportunities in European equities. Read more here:https://lnkd.in/e-3h8Vxv Follow GAM Investments and subscribe to our newsletter for more insights: https://ow.ly/lq3q50QS5C2 #AssetManagement #Investing #MultiAsset #FAANGS #MagnificentSeven #Diversification #EuropeanEquities For professional investors only. Capital at risk.

In an important week for Big Tech, Man Group revisits its analysis of the expected return of the Magnificent Seven, in this week's Views from the Floor #tech #mag7 #investing #markets https://lnkd.in/eJbwMQjK

Chief Investment Officer of CBIZ Advisory Services Anna Rathbun, CFA, CAIA joined Bloomberg TV’s Technology program to discuss the outlook for tech stocks and why some cyclical areas of the market will continue to see pressure. She shared, “The tech stock rally has not just been an AI phenomenon, it has also been a quality phenomenon. So when you have tech stocks running… giving us more than 50% year over year earnings growth in Q1, there’s a reason to be in those stocks other than AI so if you continue to see economic pressure, we think there is more room for quality stocks to do well.” Watch the full segment here: https://okt.to/6h9jUa #techstocks #stockmarket #investmentadvisory

Chief Investment Officer of CBIZ Advisory Services Anna Rathbun, CFA, CAIA joined Bloomberg TV’s Technology program to discuss the outlook for tech stocks and why some cyclical areas of the market will continue to see pressure. She shared, “The tech stock rally has not just been an AI phenomenon, it has also been a quality phenomenon. So when you have tech stocks running… giving us more than 50% year over year earnings growth in Q1, there’s a reason to be in those stocks other than AI so if you continue to see economic pressure, we think there is more room for quality stocks to do well.” Watch the full segment here: https://okt.to/sahPqj #techstocks #stockmarket #investmentadvisory

Chief Investment Officer of CBIZ Advisory Services Anna Rathbun, CFA, CAIA joined Bloomberg TV’s Technology program to discuss the outlook for tech stocks and why some cyclical areas of the market will continue to see pressure. She shared, “The tech stock rally has not just been an AI phenomenon, it has also been a quality phenomenon. So when you have tech stocks running… giving us more than 50% year over year earnings growth in Q1, there’s a reason to be in those stocks other than AI so if you continue to see economic pressure, we think there is more room for quality stocks to do well.” Watch the full segment here: https://okt.to/roZNfM #techstocks #stockmarket #investmentadvisory

Beyond the Magnificent 7 How do the managers of the CCLA Investment Management Better World Global Equity Fund view the Magnificent 7 and could there be opportunities elsewhere through investment in companies taking advantage of the long-term beneficiaries of investment in AI… perhaps even outside of the technology ecosystem https://lnkd.in/eGf2MhFp

It's true that artificial intelligence and Nvidia stocks are currently driving the stock markets. But if you take a closer look, it's far from the only topic. For example, something is happening on European stock markets, as VP Bank Chief Investment Officer Felix Brill points out in the video "Our View - the Questions". European equities have performed very well, which happened almost under the radar. This is despite the fact that technology stocks are significantly less important on the old continent. Proof, that there is more than one theme and more than one share. This is great news from an investor's point of view. https://okt.to/QaYiSU

Very interesting view from the PE secondary markets.

Chief Investment Officer of CBIZ Advisory Services Anna Rathbun, CFA, CAIA joined Bloomberg TV’s Technology program to discuss the outlook for tech stocks and why some cyclical areas of the market will continue to see pressure. She shared, “The tech stock rally has not just been an AI phenomenon, it has also been a quality phenomenon. So when you have tech stocks running… giving us more than 50% year over year earnings growth in Q1, there’s a reason to be in those stocks other than AI so if you continue to see economic pressure, we think there is more room for quality stocks to do well.” Watch the full segment here: https://okt.to/NVGoHB #techstocks #stockmarket #investmentadvisory

The Magnificent Seven (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, Tesla) continue to dominate the global stock market, representing 30% of the S&P 500. But not all funds are following this trend. "We are deliberately underweight in Big Tech, excluding companies like Tesla due to labour practices, and focusing instead on long-term positive impact", explains portfolio manager Arjan Palthe. "Our global equities strategy reflects a strong commitment to long-term, positive impact rather than mirroring traditional market weightings. The beauty of largecaps is that when they make a positive change with their activities, it has an immediate and huge impact. And with regard to financial returns: indices are at an all-time high.” Read the interview with Arjan Palthe on our website: https://lnkd.in/ePFmpe8b Photo by Alice Morgan / Investopedia #ImpactInvesting #Equities #LargeCaps #EquityBenchmark #MarketingCommunication