The great American digital shift? Big tech has been a key driver of US stock valuations

Deep Dive into US equities

clock • 4 min read

Looking back over the past year, uncertainty around both the impact and duration of the coronavirus pandemic weighed greatly on global value stocks, which include many cyclical companies such as those in the energy and financials sector with earnings closely tied to the economy.

To continue reading this article...

Join Investment Week today

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on US

Vanguard expands further into advice with acquisition of US wealth platform Altruist
US

Vanguard expands further into advice with acquisition of US wealth platform Altruist

Deal reportedly worth $4bn

clock 27 August 2026 • 2 min read
US Treasury interventionism highlights currency risk to UK wealth portfolios
US

US Treasury interventionism highlights currency risk to UK wealth portfolios

Dollar depreciation

clock 25 August 2026 • 4 min read
FundCalibre's Juliet Schooling Latter: US equities enter a new phase
US

FundCalibre's Juliet Schooling Latter: US equities enter a new phase

'New generation of mega caps emerging'

Juliet Schooling Latter
clock 09 June 2026 • 5 min read
Trustpilot