About this episode

The episode discusses how U.S. tech fatigue is creating new investment opportunities in global stock markets.

As U.S. megacap tech leadership shows signs of fatigue, global equity markets are entering a new phase of broader opportunity across regions and sectors. In this episode of Portfolio Manager Views, Vitali Mossounov, and Julien Palardy, discuss how AI investment, shifting supply chains, and easing market concentration are reshaping global stock markets in 2026.

People in this episode

Guests: Vitali Mossounov, Julien Palardy

Topics covered

• U.S. tech fatigue
• global stock markets
• AI investment
• supply chains
• market concentration
• investment opportunities

Keywords

• U.S. tech
• global equity
• AI investment
• supply chains
• market concentration
• stock market opportunities

Mentioned in this episode

Organizations: TD Asset Management, TDAM, Portfolio Manager Views

Places: U.S., global

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