13th November 2025 – Defensive Switch continues as investors rotate out of Tech

MPC Markets Morning Call · Nov 12, 2025 · 14m

In this morning's edition of the MPC Markets Morning Call, Mark Gardner discusses the recent shifts in market dynamics, highlighting a defensive switch as investors move away from tech stocks. He provides insights into sector performances, particularly in healthcare and commodities, and discusses the implications of rising bond yields and economic indicators on future market trends. The conversation also touches on the potential for silver and other precious metals, as well as upcoming economic data releases.

takeaways

• Investors are rotating out of tech stocks into defensive sectors.

•…