Positive Real Yields Unlikely in Coming Years, DWS’s Bianco Says

The video discusses the S&P 500's recent performance and future outlook, emphasizing the significant influence of technology and digital sectors. It explores the bond market's impact on tech valuations, highlighting the importance of interest rates and real assets. The profitability of the tech sector is examined, along with potential regulatory risks. Future trends in the bond market and their implications for tech valuations are also discussed.

What is the expected target for the S&P 500 by September 2022?

• 5000

• 4200

• 4800

• 4600

Which two sectors are highlighted as being digital in nature within the S&P 500?

• Financials and Real Estate

• Technology and Energy

• Technology and Communication

• Communication and Industrials

What percentage of the S&P 500 is made up by the technology sector?

• 12%

• 28%

• 25%

• 40%

What is the main risk to the profitability of technology businesses according to the transcript?

• Inflation

• Regulation and Taxation

• Supply Chain Disruptions

• Currency Fluctuations

What is the expected norm for the 10-year yield according to the transcript?

• 1%

• 2%

• 3%

• 0%