Talking Heads 2024: All eyes on US equities
How the tech-driven S&P 500 surge has impacted thinking at five market participants
One of the reasons we wanted to turn to equity for Risk.net’s annual Talking Heads series this year was to delve into the increasing dominance of the US in the asset class, and its tech sector in particular.
It’s well known that the so-called Magnificent 7 tech stocks, which make up more than a third of the S&P 500 by weight, are the driving force behind the performance of the index. It is up 21% year-to-date and hit all-time highs in October, powered by names such as Nvidia, Microsoft and Google
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