Four investment plays after AI-driven rally lifts S&P 500, Nasdaq
Key Points Joachim Klement, Head of Strategy at Panmure Liberum believes there are opportunities in long-duration equities such as utilities and real estate. Klement also says higher energy and chip prices will eventually catch up with hyperscalers. Chris Iggo, CIO for Core Investments at BNP Paribas Asset Management sees Japanese equities as being attractive. Iggo…
