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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
Janus Henderson’s Julian McManus notes investors are shifting focus to overseas markets amid concerns about concentration in the Magnificent Seven. He highlights stocks and sectors he favors as a response to this trend.
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Adjacent reporting
- Foreign investors look past US uncertainty to long-term opportunity
- The stock market has a ‘Magnificent Seven’ problem — but not the one bears are warning about
- Overseas demand for U.S. equities is growing, says Robinhood's Johan Kerbrart
- The great rotation: Investors desert the Magnificent 7, crypto for AI bottlenecks
- Investors Are Looking Through the Conflict, Goldman Sachs Says