The Opportunity in Semi-Conductors

Ways artificial intelligence will be impacting business costs and productivity – in ways not yet reflected in their valuations

Why are Financials attractive now? Financials are the cheapest sector in the market, yet have the strongest balance sheets in their history, growing market dominance, record net income and an improving regulatory environment.

Investors have rushed to a narrow universe of companies, driving valuations higher and placing the stocks in danger if growth disappoints