business

Evercore's Emanuel Advises Buying Tech Stocks During Fourth Quarter Dips

1 Ekim 2026Bloomberg
  • Julian Emanuel of Evercore ISI anticipates stock market volatility in Q4, citing rising bond yields as a new normal.
  • Julian Emanuel, chief equity and quantitative strategist at Evercore ISI, anticipates increased volatility in the stock market during the fourth quarter. He suggests that rising bond yields should be viewed as 'a new normal' for investors.
  • This perspective encourages investors to consider buying tech stocks during market dips, indicating a strategic approach to navigating potential market fluctuations.
  • The stock market has experienced fluctuations due to various economic factors, including inflation and interest rate adjustments. As bond yields rise, they often compete with equities for investor attention, potentially leading to shifts in capital allocation.
  • Emanuel's insights highlight a significant shift in market dynamics, where rising bond yields could reshape investment strategies. The emphasis on volatility suggests that investors may need to adopt a more proactive approach, particularly in the tech sector, which has historically been sensitive to interest rate ch…
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“Rising bond yields represent a new normal.”

This information is for educational purposes only and should not be considered financial advice.