The best five assets to buy in 2024, and three to dump

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The artificial intelligence revolution and the continued push for electrification means there is a strong place for technology stocks in your portfolio. But be careful how you play it. David Sokulsky, chief investment officer at alternative specialist Carrara Capital, says while he still likes big US tech stocks, they are overvalued and need to fall before he will buy more. Carrara is playing tech by buying Hong Kong-listed Chinese technology and electric vehicle companies. Get specific with miners The electrification trend is not going away, meaning the raw materials needed in so much green tech – such as lithium –...