Investment strategies are shifting as AI continues to drive growth across sectors, with strong fundamentals expected to boost global equities. Active fixed income management is seen as a way to enhance returns, while emerging markets may benefit from a stable US dollar and China's policy support. Despite potential volatility from US tech export controls, big tech's commitment to AI remains robust, presenting opportunities for long-term investors.
Investment strategies are shifting as AI continues to drive growth across sectors, with BNY Investments and UBS Global Wealth Management highlighting opportunities in equities and active fixed income. Mark Haefele anticipates strong tech earnings growth, while Aninda Mitra emphasizes cautious optimism for European and Chinese recoveries amid ongoing policy easing. Emerging markets are also seen as promising, contingent on US trade policies.
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