Beyond Markets | Will technology stocks regain their lead?

Over the past decade, the technology sector has massively outperformed the rest of the market. But lately the stock market has soured on the technology industry. Stock prices of many of the largest companies are down this year. Will technology stocks regain their lead? Or will they continue to lag?

In this episode our experts take a closer look at the US equity market and more specifically, the US technology sector. They will also address themes like the Metaverse, cloud computing and artificial intelligence.

Should investors own technology companies that could monetize these trends? What should investors do when interest rates eventually peak?

Learn more in this episode with Julius Baer’s Head of Research Asia, Mark Matthews and Head of Equity Strategy, Mathieu Racheter.

What is Beyond Markets?

“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape.
The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.