Artificial intelligence frenzy shifts from Magnificent 7 to specialised growth plays
Institutional investors are grappling with the next phase of artificial intelligence, shifting focus from Big Tech to specialised sectors.
The artificial intelligence frenzy pushed US equity markets to new highs in early 2024, yet finding the right investments has become more challenging for asset owners.
“Investing is getting harder – it’s still real and still investable but is no longer in this easy sweet spot of acceleration and growth. The dynamics of investing now demand higher risk control,” said Katie Horne, lead portfolio analyst at T. Rowe Price, told AsianInvestor.
Investing in artificial intelligence was…
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