Fund managers discuss the surprising resilience of markets despite a shift in rate expectations.
), hosted dinner with a group of fund managers who donate their services to the philanthropically focused Future Generation.
But where the market had expected six cuts from the Fed, there is a growing view that only one or two cuts may eventuate – or possibly none at all. But as she hunts the next generation of tech stars – the fund’s top holdings include US semiconductor company Onto Innovations, American data centre cooling provider Comfort Systems, and Dutch chipmaker ASM – she argues that these do not need cheaper debt to drive growth. Instead, they need equity multiples to not contract , and the artificial intelligence boom to roll on.
Markets Resilience Rate Expectations Fund Managers
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