Risk of AI 'correction' rising
After spending much of the past year treading water, megacap tech giants are finding their stride again. But Nils Rode from Schroders Capital tells Reuters that the risks of a valuation correction are rising — and private markets offer a more resilient strategy.
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Video Summary
AI GeneratedWall Street has reached record highs driven by mega-cap tech giants and the AI trade, though broader market instability persists due to rising bond yields and oil prices. Niels Rohde of Schroders Capital warns of valuation risks in AI concentration and suggests diversifying into selective private market strategies to build portfolio resilience against volatility.
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