How does the current dollar weakness influence equity strategy according to the transcript?
U.S. Tech Stocks Have Given All they Can Give: Robeco’s Fedeli

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1.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
It encourages investment in emerging market currencies and the euro.
It results in a preference for tech stocks.
It has no impact on equity strategy.
It leads to a focus on US stocks.
2.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is the current approach to stock picking in the US as mentioned in the transcript?
Investing heavily in the US market without caution.
Focusing solely on tech stocks.
Overweighting US stocks compared to Europe.
Being cautious and shifting from tech to cyclical stocks.
3.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is the market's current sentiment towards high-flying tech stocks?
The market is indifferent to tech stocks.
Tech stocks are expected to outperform all other sectors.
There is a sense of fatigue towards high-flying tech stocks.
The market is enthusiastic about tech stocks.
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What does the transcript suggest is needed for the next leg up in the equity market?
A stronger US dollar.
Better macroeconomic outlook and a rotation into cyclicals.
Increased investment in tech stocks.
Higher interest rates from the Federal Reserve.
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Which regions are preferred for investment due to their recovery from the coronavirus outbreak?
Australia and New Zealand.
North Asia and Europe.
South America and Africa.
Middle East and North Africa.
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