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Mega Cap stocks have dominated the US and global tech sector over recent years, especially since the interest rate regime changed in the US end of 2021.
But the new FED chair could lead to a regime change, favouring lower interest rates, which tend to benefit smaller cap stocks. We will discuss the following topics:
Could a new interest rate regime impact the Mag Seven dominance and favour smaller cap stocks?
Portfolio implications: equal weight or market cap?
Market analysis:
US outperformance – why we think it may continue
Sub-sector analysis – attractive growth in quantum computing and defence tech
Looking ahead – tactical opportunity in Blockchain?
