Christina Hooper

And that is most obvious in the tech sector.

So we can see strong balance sheets.

We can see companies that are performing well.

But, and this is a big but, we could see external forces like

yields on the long end, the 10-year Treasury yield, if it were to get to 5% or higher, I think that would exert downward pressure, especially on tech stock prices.

So, Christina, do you sell into that, or do you just load up when the prices get lower and longer term still stay committed to tech?

So I would say staying committed longer term to tech, but ensuring you're well diversified.

You are taking some profits and moving your exposure.

Because tech is not just in the United States, it's also in China, where valuations are significantly lower.

So this is an opportunity, I think, to diversify portfolios.

This could be perhaps the first mainstream breakout of an AI agent because it does work on your computer and accesses files and applications.

You know, I'm not just saying that it does that.

People are actually using it.

I've used it.

And there's been a lot of general kind of excitement and buzz about this tool that is able to just take action, not just, you know, give you research.

Coders are saying now they don't even write code anymore, they just talk to it in plain language.

And the reason I think this is kind of meaningful for other jobs is coding, AI coding, a tool that can do that, can generalize to other domains.

This is what Anthropic's CEO has been saying.

That's why they're moving into healthcare.

And who knows what other areas they will move into.