Que Nguyen

Big tech names like Meta, Alphabet, and Microsoft have lagged over the past 6-12 months, but their earnings are solid and fundamentals attractive. After a period of overvaluation, these high-quality names can now be picked up at more reasonable valuations, presenting a buying opportunity. His active strategies own or are buying these names.

Emerging markets and non-US equities offer more reasonable valuations than the S&P 500, which is dominated by expensive mega-cap tech. Dollar strength is partly a safe-haven flow that should fade as global stability improves, and fundamentals in EM remain strong, making them attractive for long-term diversified portfolios.

Big tech names like Meta, Alphabet, and Microsoft have lagged over the past 6-12 months, but their earnings are solid and fundamentals attractive. After a period of overvaluation, these high-quality names can now be picked up at more reasonable valuations, presenting a buying opportunity. His active strategies own or are buying these names.

Big tech names like Meta, Alphabet, and Microsoft have lagged over the past 6-12 months, but their earnings are solid and fundamentals attractive. After a period of overvaluation, these high-quality names can now be picked up at more reasonable valuations, presenting a buying opportunity. His active strategies own or are buying these names.