The models are broken
The market is trying to get back to the pre-Covid and pre-war times, but that model is broken. A new dawn is here and the financial world needs to adapt.
Steen Jakobsen,
Chief Investment Officer
Head of Equity Strategy
Summary: As the trade war evolves into a technology cold war many industries stand to lose but semiconductor companies are more exposed than anything else. Add in the rising risk of recession and you’ve got what looks like a perfect storm, says Saxo's Peter Garnry.