The sector historically most benefited with each technological shock
Las tecnológicas se abonan a las turbulencias. El sector protagoniza hoy su segundo correctivo generalizado en lo que va de semana. Esta volatilidad lleva a firmas como RBC a reducir su exposición a la tecnología y a buscar alternativa en el "destino natural" con cada pinchazo del sector. Leer
The technology sector is experiencing its second significant downturn of the week, with firms like RBC reducing their exposure to tech and seeking alternatives. RBC has downgraded its recommendation on tech stocks to "in line with the market", citing concerns over concentration risks and delayed returns on investments. The firm is rotating towards the healthcare sector, which it sees as a natural destination for investors looking to reduce tech exposure.
UBS also recommends a diversified portfolio, including the healthcare sector, and notes that adding exposure to the Swiss stock market can provide defensive characteristics. The sector's volatility follows the release of US inflation data, which exceeded market expectations and sparked concerns about future interest rate hikes.
Written by urgent.news from Expansion ES's report — not a translation of it. Machine-written — may contain errors; check the original before relying on it.
