Tech could be a safe haven amid geopolitical uncertainty, say ETF experts

Market Volatility & Geopolitical Landscape - The market is experiencing volatility due to recent geopolitical developments, particularly the conflict in the Middle East, but not as significantly as the tariff impacts earlier in the year [2] - Investors and advisors are becoming more accustomed to increased volatility [3] - Increased interest in fixed income ETFs, especially short-term ones, is observed as investors seek income with lower risk [3] - Broadly diversified ETFs, like the Vanguard 500 ETF, are attracting inflows, indicating investors are using sell-offs as buying opportunities [3][4] Tech Investment & Safe Haven Status - Tech is heavily weighted in broadly diversified large-cap ETFs, suggesting many investors include tech and AI as part of a broader portfolio [5] - Technology was considered a safe haven during the COVID selloff in 2020 [6] - Investors are now showing interest in more traditional defensive sectors like utilities and consumer staples [7] - Large-cap tech is still seen as a relative safe haven, but investors also seek diversification with traditional defensive sectors [7] AI Revolution & Tech Valuation - Focusing solely on valuation can lead to missing transformational tech stocks [9] - The market is believed to be underestimating the growth potential of the AI revolution in tech [9] - Geopolitical events are viewed as opportunities to acquire tech stocks at lower prices [9]