Investors should continue to stay long the market, says Partners Group's Anastasia Amoroso

• Bank earnings are 'fairly encouraged' with net interest income guidance exceeding expectations, despite slower commercial lending and capital markets activity.
• Tech and semiconductor earnings are crucial for market performance, with high growth expectations (e.g., 110% year-over-year for semiconductors this year).
• Despite strong results, tech stocks like Nvidia have underperformed due to competition fears, but increased competition is seen as a positive for broader AI adoption and productivity.
• Investors are advised to 'stay long the market' as valuations have reset lower, earnings season is expected to deliver surprises, oil prices are manageable, and bond yields may pause.

Anastasia Amoroso of Partners Group expresses encouragement regarding bank earnings, particularly net interest income guidance. She highlights the critical role of tech and semiconductor earnings for overall market success, noting high growth expectations despite recent underperformance. Amoroso recommends investors 'stay long the market,' citing lower valuations and anticipated earnings surprises.