THE MACRO GPS®
Growth Strategy Adjustment
Dear Private Clients,
As we cross into the second half of the year, our core focus remains firmly on preparation. We are currently seeing a profound divergence in global capital markets, where traditional Western technology giants are facing intense valuation scrutiny while the physical building blocks of technology continue to thrive in Asia.
S&P500 and The U.S. Magnificent Seven seems to be plateauing.
Asia Semiconductor sector is thriving.
Asia ex Japan High Dividend sector is underperforming.
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