Insights

Tech wreck 2025: Bubble burst or buying opportunity?

Tech Wreck 2025 - Bubble Burst or Buying Opportunity

Consensus trades have been put to the sword. Market strategies are being reassessed amid shifting dynamics.

March 2025

Expectations for higher rates, a stronger US dollar, cryptocurrency surges and especially US tech stock outperformance have all floundered on the rocks of political uncertainty, concerns over US economic growth and overvaluation of stocks. Additionally, worries about the future investment needs for artificial intelligence (AI) and other drivers of the IT story are weighing on market optimism. How many of these concerns are valid and which are worth looking through?

Cayla Seder, a senior strategist from our team in the US, joins us to share her perspective on the equity market and whether tech in particular now represents a buying opportunity or if, in fact, this is the beginning stage of a bubble bursting.
 


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