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It’s a tech stock world and we’re all just living in it. Look no further than the last couple weeks of market action for evidence of that.
Pushed to record-setting extremes, tech shares finally showed signs of vulnerability, and dragged the whole market down with them. Subsequent attempts at recovery have also been led by the tech cohort.
The equity-strategy team at Morgan Stanley thinks these sharp, concentrated price swings have created dislocations in the market — and thereby opportunities for investors. In a recent note to clients, the firm argued that the drivers of the stock market’s record-setting summer have been completely reshuffled, and laid out three foolproof strategies to take advantage.
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