S1E187: Will AI and Fed-cuts continue to power tech stocks? BT Money Hacks
BT Money Hacks6 Okt 2024

S1E187: Will AI and Fed-cuts continue to power tech stocks? BT Money Hacks

Analysts are saying that tech stocks will move higher to end the year and through 2025 but others have turned bearish. So what do we do? And is there a way to navigate the space safely? Howie Lim speaks to Dom Rizzo, portfolio manager, global technology equity strategy at T. Rowe Price to find out.

Synopsis: Every Monday, The Business Times breaks down useful financial tips.

Highlights:

00:56 What the deal with tech stocks is

02:54 Understanding the sector

04:26 Outlook for the tech sector

07:39 Tips for retail investors

10:47 The questions around AI

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Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

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Written and hosted by: Howie Lim (howielim@sph.com.sg)

With Dom Rizzo, portfolio manager, global technology equity strategy, T. Rowe Price

Edited by: Howie Lim & Claressa Monteiro

Produced by: Howie Lim

Engineered by: Chai Pei Chieh

A podcast by BT Podcasts, The Business Times, SPH Media

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Follow BT Money Hacks podcasts every Monday:

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Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.

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Episoder(276)

S1E276: Stop 'revenge investing': why panic selling is your portfolio's worst enemy

S1E276: Stop 'revenge investing': why panic selling is your portfolio's worst enemy

Markets crash. Portfolios bleed red. And your gut screams "sell everything." But what if the scariest moment in investing is also the most dangerous time to trust your instincts? Howie Lim sits down w...

5 Jul 16min

S1E275: The six-month breaking point: are you actually prepared for the unforeseen?

S1E275: The six-month breaking point: are you actually prepared for the unforeseen?

Is your financial plan truly resilient, or are you one emergency away from disaster? 61% of households struggle to cope beyond six months after a loss of income. Howie Lim sits down with Sun Life Asia...

28 Jun 19min

S1E274: Stop waiting for the 'right time': why micro-investing is the new wealth superpower

S1E274: Stop waiting for the 'right time': why micro-investing is the new wealth superpower

You think investing is complicated? That's exactly the problem. What if you could start with $10 with no need to wait for the "right time"? Many entities are quietly embedding finance into everything ...

21 Jun 15min

S1E273: Mid-year reality check: the "ETF and chill" era is over

S1E273: Mid-year reality check: the "ETF and chill" era is over

Your "ETF and chill" strategy just got a reality check. Halfway through 2026, the S&P 500 is no longer the only game in town — and the smartest investors are quietly restructuring. Chips, crypto, Sing...

14 Jun 16min

S1E272: Credit score myths debunked: what banks really look for

S1E272: Credit score myths debunked: what banks really look for

Your credit score impacts everything. Experts from Credit Bureau Singapore and MoneyHero Group bust the biggest myths, from "clean" profiles to unused cards. Are you managing your financial reputation...

7 Jun 18min

S1E271: Liquidity: the anxiety antidote

S1E271: Liquidity: the anxiety antidote

Is your emergency fund ready for the real financial crisis: stacked, non-stop inflation? A budget is not enough. The rising cost of living demands a new kind of preparation. We dismantle the "inflatio...

31 Mai 15min

S1E270: Yield without fear: Navigating credit markets in a high-rate era

S1E270: Yield without fear: Navigating credit markets in a high-rate era

Are you missing out on serious returns? With a massive $12 trillion sitting in money markets, it's time to look at fixed income again. But success in this market depends on knowing which bonds to buy....

24 Mai 14min

S1E269: The great yield shift: why banks are gaining altitude as Reits seek grounding

S1E269: The great yield shift: why banks are gaining altitude as Reits seek grounding

The high-yield trade is fracturing. As higher-for-longer rates lift banks' fortunes, Reits face a triple threat: narrowing yield spreads, soaring debt costs, and depressed valuations. Is your income p...

17 Mai 19min

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