Following the previous year’s rebound in Tech stocks, Tesla and Bitcoin there is much discussion of ‘investment bubbles’. We discuss why markets might be seen as “bubbly” and how we are positioning portfolios in light of this.
At McInroy & Wood, we focus on the essential technologies behind major innovations. ASML, a Dutch leader in chip-making equipment, plays a crucial role in artificial intelligence by enabling the production of the world’s most advanced microchips. Smaller, faster, and more efficient chips power AI’s future, driving progress across industries. This video explores ASML’s role in shaping the next generation of technology.
While our limited exposure to the headline-grabbing companies might suggest an absence of cutting-edge technology stocks, we prefer to survey a broader horizon of long-term opportunities.
Equity market returns have been narrowly concentrated in recent years. But the unpredictability of market timing highlights the need for a disciplined investment approach and a diversified portfolio of global companies.
