Tech Stock Correction Was 'A Bit Overdue,' Credit Suisse Global CIO Says

The video discusses the recent market sell-off affecting trade and tech stocks, highlighting the ongoing US-China trade tensions and their impact on the tech sector. It explores whether tech valuations are too high and the potential for future growth. The discussion also covers the implications of the trade war on global growth and investment strategies, emphasizing the importance of positioning for growth amidst economic uncertainties. The video concludes with an analysis of the current economic cycle, the role of central banks, and the need for risk management in investment portfolios.

What are the potential outcomes of the trade war continuing for an extended period?

In what ways should investors adjust their risk positioning in light of current economic conditions?