Matt Clinch

The global selloff in chip stocks is not yet a buying opportunity as investor positioning remains crowded, according to GAM’s Paul Markham.

BlackRock Inc. remains overweight the artificial intelligence theme despite rising risks from tougher competition and higher interest rates, according to Wei Li, the firm’s global chief investment strategist.

Investors should be more selective about European stocks as improving earnings are increasingly reflected in valuations, according to JPMorgan Private Bank’s Madison Faller.

Equities face no serious threat from higher bond yields or oil prices as long as Brent crude stays below $100 a barrel, according to Maximilian Uleer of Deutsche Bank AG.

Strong US earnings growth should push stocks even higher before the outlook becomes less certain in 2027, with a risk that margins come under pressure, according to Bhanu Baweja, chief strategist at UBS Group AG.

A push in the US 10-year Treasury yield to 5% should prompt stock investors to diversify concentrated positions, according to Richard Saldanha, global equity fund manager at Aviva Investors.

Rising bond yields pose a key risk to global equities as they navigate the historically weak month of September, according to JPMorgan Chase & Co.’s Grace Peters.

Rising bond yields pose a key risk to global equities as they navigate the historically weak month of September, according to JPMorgan Chase & Co.'s Grace Peters.

September seasonality, the midterm elections, rate volatility and upcoming AI IPOs are building the case for stock investors to selectively reduce risk, according to Barclays Plc’s head of European equity strategy.

European stocks tied to the health of the economy offer an attractive entry point after a difficult stretch, as improving data and policy support suggest the worst may be over for some of the region’s hardest-hit industries, according to Citigroup Inc.’s Beata Manthey.