BlackRock’s Li Sees Tech ‘Still Reasonably Well Supported’

The video discusses the potential for further market corrections due to high valuations, particularly in technology sectors sensitive to yield movements. Despite recent pressures, technology remains supported by long-term digitalization trends accelerated by the pandemic. Investors are using current corrections to increase technology holdings. The video also emphasizes the importance of balancing technology investments with cyclical exposures, highlighting sectors like US small caps, value stocks, industrials, and energy as part of a broader portfolio strategy.

What factors are contributing to the pressure on technology names recently?

How has the pandemic influenced the trend of digitalization?

What is meant by 'barbell the tag holding' in investment strategy?

Which sectors are mentioned as favorable in the current market context?

What does the term 'cyclical reopening theme' refer to in the context of this text?