2024-07-30 13:10:00 ET
Summary
- Why there's a rotation out of big tech.
- The unwinding of the macro trade and the rise of small-caps.
- Do small-cap earnings support their current share prices?
Small-cap stocks have been among the biggest beneficiaries of market rotation out of the big players of the tech sector. Christian Medeiros, Vice President and Portfolio Manager for Asset Allocation with TD Asset Management, discusses catalysts for the unwinding in tech and broader implications for markets....
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Can The Rotation Out Of Big Tech Into Small Caps Continue?