Peak in Earnings Was a Year Ago, Says Pictet’s Paolini

The video discusses challenges in the semiconductor industry, highlighting AMS's dividend suspension and missed revenue forecasts. It notes a broader negative momentum in earnings across sectors, driven by declining global growth. The tech sector, while promising long-term, faces short-term challenges due to its cyclical nature and high valuations. The video also addresses global economic concerns, including potential recessions and market risks, suggesting that market direction will depend on growth trends.

In what ways is the tech sector expected to perform in the next few years?

What are the potential risks that could impact global growth according to the discussion?