Furthermore, Davi expressed caution regarding the private credit and private equity sectors, noting that asset managers in some private companies have seen valuations drop 30% to 40% over the last few months due to a loosening of lending standards. To combat these concentration risks, Davi suggests a deliberate rotation away from market-cap-weighted tech giants toward more balanced exposures. He highlighted the Astoria US Quality Growth ETF (ROE)as a potential solution, which consists of 100 stocks that are ...