Reported 13 days ago
Amid the ongoing AI boom, Wilmington Trust CIO Tony Roth shares his insights on the investment landscape, emphasizing a cautious outlook on equities. While acknowledging that AI will impact sectors like financials and industrials over the next 6 to 12 months, he believes the overall productivity gains will not justify the current market valuations. Roth advocates for focusing on companies with strong fundamentals and profitability across various sectors.
Source: YAHOO