Tech Selloff Is Start of Rotation Into Cyclicals: Robeco's Fedeli

The video discusses the current state of the S&P 500, highlighting the overvaluation of tech stocks and the market's shift towards cyclical stocks. It emphasizes the importance of diversifying investments into industrials and specialty materials, particularly in Europe and North Asia. The discussion also covers the bifurcation within sectors and the growing focus on sustainability in investment strategies.

What are the implications of the current correction in the equity market according to the speaker?

How does the speaker view the valuation of tech stocks in relation to their growth rates?

What sectors does the speaker suggest investors should focus on during the market rotation?

What strategies does the speaker recommend for managing investments in the current market environment?

What is the speaker's perspective on sustainable stocks in the current market?