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Content on this website is intended only for institutional or professional investors and is for informational purposes only. It does not constitute investment advice, a recommendation, or an offer to sell or solicit any security.
Markets are moving away from a binary call on US tech stocks to a more balanced environment with a broadening opportunity set. Our 2026 Outlook looks at issues including uncertainty over trade and tariffs, the challenge of high valuations, and the debate over whether we are facing an AI boom, bubble, or both.
Thursday 18th December 2025
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