Edmond de Rothschild stays bullish on equities as tech sell-off underscores diversification need

• Edmond de Rothschild remains positive on equities but favors greater geographic and sector diversification as AI infrastructure risks drive a technology selloff.
• The Nasdaq entered correction territory, falling more than 10% from recent highs amid concerns over tighter data center regulation following Democratic midterm victories.
• Technology stocks fell 8.1%; the SOX semiconductor index plunged 15.7%.
• The firm increased fixed income exposure as carry and diversification became more attractive, without assuming bonds would sustainably decouple from equities.
• Its outlook for the US dollar remains negative, though periods of risk aversion could temporarily support the currency.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Edmond De Rothschild Reim Sa published the original content used to generate this news brief on November 06, 2026, and is solely responsible for the information contained therein.