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Adam Farstrup (Schroders) tells CNBC his multi-asset team has been very long equities for three years and still sees equities driving returns.
And we have been very long equities for the past three years.
Adam Farstrup (Schroders) tells CNBC to stay long US tech but complement it, because single-factor risk in the AI trade is very significant from here.
But think about how you can complement that because that risk within the trade of that one AI trade is very significant from here.
Nasdaq since this was said: ▼ -0.8% · 26,729 → 26,507 · as of 2026-09-04
BullEurope
leaning · 2026-08-14
Adam Farstrup (Schroders) tells CNBC European banks, which have outperformed the Mag 7 and trade off the yield curve rather than AI financing, are where diversification is working.
we had a period where the bank stocks in Europe have been outperforming the MAG 7. So, it is working if you stay disciplined.
Adam Farstrup (Schroders) tells CNBC stocks will drive higher, via continued earnings beats (estimates are rising, unusually for this point in the year) or multiple expansion.
So I think to see stocks drive higher, which we think is going to happen
S&P 500 since this was said: ▼ -0.9% · 7,786 → 7,719 · as of 2026-09-04
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