Will technology stocks regain their lead?

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments.

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Over the past decade, the technology sector has massively outperformed the rest of the market. But lately the stock market has soured on the technology industry. Stock prices of many of the largest companies are down this year. Will technology stocks regain their lead? Or will they continue to lag?

In this episode our experts take a closer look at the US equity market and more specifically, the US technology sector. They will also address themes like the Metaverse, cloud computing and artificial intelligence.

Should investors own technology companies that could monetize these trends? What should investors do when interest rates eventually peak? 

Learn more in this episode with Julius Baer’s Head of Research Asia, Mark Matthews and Head of Equity Strategy, Mathieu Racheter.