Portfolio Manager Denny Fish explains why the market was justified in assigning a higher level of regulatory risk to the AI ecosystem after the midterm elections. But in his view, the secular strength of this theme, along with the massive bottlenecks and geopolitical implications, mean that this historic investment cycle will likely continue.
As the artificial intelligence (AI) transformation unfolds, Portfolio Managers Denny Fish, John Lloyd, and John Kerschner share their views on equity valuations, identifying the next wave of winners, and the impact on fixed income markets as companies aggressively raise capital to finance the AI boom.
