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By  Dominic Rizzo, CFA

AI and the Current Market Environment for Tech Stocks

November 2025

 

Portfolio Manager Dom Rizzo outlines his views on the market backdrop for tech stocks, including the areas he’s most excited about as well as those where he is more cautious.

 

 

Dominic Rizzo, CFA Portfolio Manager

Beyond big tech: Why value stocks deserve a closer look

Explore why global value stocks are gaining momentum as diversification becomes more compelling.

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202510-4872871

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