Asset Allocation Update Are AI equity valuations justified? The sky-high valuations of some touted winners from AI have given rise to claims that their share prices have risen to unsustainably high levels. Is there anything we can learn from the dot com era? 26th July 2023 · 5 mins read
Asset Allocation Update Equity market winners in the age of AI Given our view that a big stock market rally fuelled by enthusiasm about AI is on the way, we expect equities in some IT and industrials subsectors to outperform, which would favour the US market. 12th July 2023 · 5 mins read
