May 31, 2023 – Chief Investment Officer, Stuart Katz appears on Nasdaq TradeTalks discussing ‘Can The Performance of Large-Cap Tech Hold up in the Longer-Term?’ “All risk markets are priced relative to the risk-free rate of US treasuries, however, today’s challenge is that there are cross currents impacting the direction of the risk-free rate in the near and medium term,” says Katz. “The most obvious piece of uncertainty is the debt ceiling debate, but more specifically, there are factors that it could impact raising rates, including sticky inflation, tight labor market, resilient consumer, and other global central banks raising their own rates creating competition for US money.” Watch the full clip here:

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