Guinness Global Investors uses RBC Brewin Dolphin as an investment adviser for the Multi Asset Fund range
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Head of Market Analysis, Janet Mui, breaks down the recent semiconductor stock sell-off and the latest U.S. economic data.
Tensions in the Middle East intensify,
Lifting oil prices and reminding investors that inflation risks remain uncertain, reinforcing a cautious approach from central banks.
Semiconductor stocks sell off sharply despite strong results from TSMC and ASML,
Suggesting the weakness reflected profit -taking, leveraged positioning and
valuation concerns rather than deteriorating AI fundamentals.
The U.S. economy remains resilient,
With healthy consumer spending, a stable labour market and solid bank earnings continuing to support the broader outlook.
