Axiom Capital Says Volatility Will Be a Difficult Element

The video discusses the challenges of pricing market risk amid election uncertainty, highlighting that dominant market drivers are not short-term events but rather the massive liquidity injection since March. The market has shown predictive behavior, with a significant growth rally in large-cap stocks. However, peak valuations and momentum suggest a more subdued environment ahead. Axiom Capital's strategy involves reducing risk and focusing on technology growth, anticipating choppy market conditions and increased volatility.

What sectors did the speaker mention as having experienced significant growth during the pandemic?

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What does the speaker predict about the market environment in the near term?

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