Calls
2
Adam Farstrup
Head of Multi-Asset for the Americas, Schroders
Win Rate
50.0%
return
-0.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 14
$778.60
-1.4%
He has been long equities for the past three years and still sees equities driving returns. He wants to stay long U.S. exceptionalism and U.S. technology, but warns that the single AI trade carries very significant risk from here, so investors should complement that core rather than abandon it.
Equity Indexes
Long
Aug 14
$92.38
+0.4%
Equity index concentration is not unusual, but the current degree tied to one AI risk factor is unusual. Diversification across the AI supply chain and into value outside the U.S., European cyclicals, and European bank stocks reduces single-factor sensitivity; European bank stocks have already been outperforming the Mag-7.
Equity Indexes
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Adam Farstrup has 2 trade ideas tracked on Buzzberg across 2 tickers since August 2026. Most covered: SPY, VGK, U.S. TECHNOLOGY.
