A sharp week for technology, a steady plan for your portfolio
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Markets experienced a volatile week following the US election result, with concerns surrounding potential AI regulation triggering a sharp sell-off in US technology stocks. However, the weakness was largely concentrated in this sector, while European equities remained resilient and gold continued to perform strongly.
Despite the headlines, underlying corporate earnings remain broadly supportive. In our latest Market Update, we look beyond the short-term market reaction, explain why our portfolios have been less affected, and outline how we are positioned to navigate the opportunities and risks ahead.