Noteworthy is how well US equity markets have done despite all the tensions. Hit new all time high just weeks ago. He’s overweight US equities. The narrative of “global synchronized economic growth” has changed. Strong corporate earnings momentum. Solid US jobs and manufacturing reports are giving a positive backdrop to investing in US equities. Bit of tech weakness, and investors are asking if this stumble is going to be a tumble? Be careful if you’re overweight in tech. Evaluate each position you have, and for those where the valuation is a little stretched, consider the ones that are strong long-term and not too expensive.

Equities are still a good recommendation. They have done well and are continuing to do so. The advice is to be careful with tech stocks, evaluate your positions, and go for the are strong long-term and not too expensive.