Deutsche Bank Returns to Overweight Tech — SkimNews
Get the Finance newsletter
Daily finance — markets, central banks, M&A, the prints that move money. Free.
- Deutsche Bank recommends going overweight on tech stocks once again, citing a risk-reward profile that favors the sector.
- Deutsche Bank says equity-investor positioning in tech stocks is consistent with much slower earnings growth than the sector is achieving.
Why it matters: For equity investors, the material change is Deutsche Bank’s shift back to an overweight allocation: the bank favors tech because positioning implies much slower earnings growth than the sector is delivering. The stated rationale is therefore the gap between investor assumptions and present sector performance, not the headline’s rebound count.
Ask SkimNews
