Daniel Morris

The volatility in tech stocks is accompanied by superior long-term returns.

Amid volatility, tech sector moves forward

Recent headlines reinforce the importance of diversification

Assuming there is no recession, the Fed's rate-cutting cycle should continue to benefit risk assets.

Diversification strategy solves investment dilemma

For all the high valuations and macro risks, investors seem generally optimistic, or at least feel the need to stay in the market

If the Fed’s policies are to align with US President Donald Trump’s wishes, interest rates could fall further, while inflation and term premiums could rise.

US soft landing expected: Will interest rate cuts further stimulate the market rally?

The stock market outlook remains attractive, with US technology, emerging markets and Japanese stocks showing promise

The technology sector, or collectively, Broad Tech, includes broadline retail, movies and entertainment, and interactive media and services.

Why technology retains its dominance in investments

AI has added zing to the outperformance of Broad Tech stocks, which are less hit by the trade war because their export revenues are mainly driven by services