Research Hub.
FEBRUARY 03, 2025
Concentration and Correction
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LinkedinThis week’s edition is drawn from Goldman Sachs.
We look into the dominance of technology stocks and the impact of AI-related competition, such as DeepSeek’s recent disruption.
Our key takeaway is that Goldman Sachs suggests that while technology remains attractive, investors should consider broader diversification.
We look into the dominance of technology stocks and the impact of AI-related competition, such as DeepSeek’s recent disruption.
Our key takeaway is that Goldman Sachs suggests that while technology remains attractive, investors should consider broader diversification.
For a more detailed analysis and walkthrough, please contact one of Vantage Capital’s advisors.
The full report is available via the “Download Document” button below.
