AI mania and/or hard landing?

Wednesday, 29 November 2023

Investors are discounting a soft economic landing, but there are several possible scenarios with widely different outcomes for financial markets. In this month's Asset Allocation, we discuss three of these scenarios, as well as the possibility of a growing AI mania and how we position the asset allocation accordingly. 

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Maria Thorvardardottir

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Maria Thorvardardottir