Consensus Forms At Outlook Forum: AI Winners Expected to Drive Returns Over Short-Term Horizon
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#06b87006 ver:0.3

Portfolio managers expect a concentrated group of AI winners to drive returns over the short-term. Interest rates are likely to stay high due to persistent inflation, and there is no AI bubble. Resilient growth supports a risk-on stance over 6-12 months. U.S. stocks hit record highs and bond yields fell after May CPI came in below expectations. #AI #returns #inflation #stocks #bonds...

#newstr #Ai #PortfolioManagers #InterestRates #Inflation #CapitalSpending #TechCompanies #Equities #Bonds #Cpi #BankOfEngland 

 https://here.news/story/06b87006?ver=0.3