AI technology groups and hyperscalers are not yet in “a bubble situation”, according to the chief investment officer at UK asset manager Schroders, following last week’s historic $2tn initial public offering of Elon Musk’s SpaceX.
Johanna Kyrklund, who also oversees Schroders’ public equities team, said she is optimistic about the potential for further cash flow and earnings growth from high-flying AI-related stocks.
“I’m positive on equities because I see a low risk of recession and bond yields are contained for now,” she told the FT in an interview.
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