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The tech-heavy NASDAQ is up 13% YTD, outpacing S&P 500 by over 15pp, and leading to unfavorable parallels with the tech bubble, which burst on March 10, 2000. We believe a lot has changed since then, making a continued tech rally sustainable. Valuations are a lot lower than then, growth similar, profitability higher, tech adoption more developed, and with few signs of tech IPO and fund flows excess. We remain overweight the IT sector, focused on software and semis.
The NASDAQ outperformance has accelerated the last decade, as ‘tech’ adoption