Interest rate hike will burst tech bubble
It is not a question of whether the tech bubble will burst, but when, Amundi CIO Pascal Blanqué warned again. According to him, the bubble will burst as soon as interest rates rise.
Blanqué spoke about this during the outlook for 2022 that he, deputy CIO Vincent Mortier and head of research Monica Defend presented to journalists on Wednesday.
M&G multi-asset fund makes big bet on value rotation
Juan Nevado, manager of the M&G (Lux) Dynamic Allocation Fund, is convinced time has come for a major rotation towards value stocks. He has aligned his tactically managed portfolio as such, while almost completely avoided US tech.