In a recent analysis, Melda Mergen, Global Head of Equities at Columbia Threadneedle, shares her insights on key trends that equity investors should watch in 2024. She discusses the concentration of performance in a few large tech companies, current market valuations, and the influence of artificial intelligence (AI) across sectors. Mergen highlights that while the "Magnificent 7" tech giants remain dominant, broader participation in market performance is becoming evident. She also notes that although valuations seem high, they are supported by strong fundamentals. Additionally, AI is seen as offering significant long-term opportunities, particularly in sectors such as healthcare and energy.
• Market performance is concentrated in a few large tech companies.
• Current valuations are backed by strong fundamental growth.
• AI presents major opportunities in sectors like healthcare and energy
Om dit artikel te lezen heeft u een abonnement op Investment Officer nodig. Heeft u nog geen abonnement, klik op "Abonneren" voor de verschillende abonnementsregelingen.
