Fear and greed might be an unhelpful binary in moments when markets hit historic highs and multiples get expensive. Looking at US markets right now there’s a case to be made that these emotions are not mutually exclusive. Investors are greedy, in that they’re still seeking out the AI-theme that is driving US tech companies and overall US market indices to new heights. They’re fearful, too, both of a downturn in that theme and of missing out on a further run. So where can advisors turn when US equities are still driving higher, but so many signals are screaming diversify…
