A portfolio manager says investors are looking overseas as Magnificent Seven worries grow. Here are the stocks and sectors he favors
Janus Henderson’s Julian McManus says investors are looking overseas as Magnificent Seven concentration worries revive diversification.
Reported by 1 outlet — CNBC Top News. See all sources ↓
A portfolio manager from Janus Henderson said investors are moving money outside the United States. He said worries about too much focus on the Magnificent Seven stocks are growing. The Magnificent Seven are the biggest U.S. tech companies like Apple, Microsoft, and Nvidia. He shared which foreign stocks and sectors he thinks are good choices now.
Why it matters
When big investors change where they put their money, it can affect stock prices around the world. Knowing where they are looking can help regular investors see new opportunities or risks.
- Who is the portfolio manager?
- Julian McManus from Janus Henderson.
- What are the Magnificent Seven?
- They are the seven largest U.S. technology companies.
- Why are investors looking overseas?
- They are worried that too much money is concentrated in just a few U.S. tech stocks.
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A portfolio manager says investors are looking overseas as Magnificent Seven worries grow. Here are the stocks and sectors he favors
Sources1TypeCoverageCNBC Top News