Hedge funds are reducing exposure to mega-cap tech stocks
Instead, the leaders in financial markets in 2025 have thus far been gold, European stocks, financials and healthcare stocks.
In January, the US technology sector lagged the S&P 500 by the widest margin since 2016, notes Morgan Stanley’s Lisa Shalett. Hedge funds, she adds, are reducing exposure to mega-cap tech stocks for the first time in a year, while company insiders are selling shares at the highest rate since 2021.If a 9% VAT rate is so important to viability of hospitality sector, why wait until next January to introduce it?Investors share insiders’ wariness: Shalett notes larger companies are, on average, trading lower the day after reporting earnings.
Still, after years of unquestioned dominance, investors may finally be asking whether the magnificent seven should continue to lead – or if it’s time to pass the baton.MOST READCompetitive parenting in China: ‘School starts at 7.30am and I pick him up at 9.30 in the evening. We usually arrive home around 10pm. Then he studies again’Ireland weather: Dublin Airport has had zero hours of sunshine in the past 7 days.
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