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Investment Weekly

After the AI wobble, what next for investors?
31 January 2025
    Articles

    Chart of the week – After the AI wobble, what next for investors?

    Chart of the week – After the AI wobble, what next for investors?

    While markets have regained lost ground after this week’s AI trade wobble, recent developments in technology add significant uncertainty in a sector priced for perfection. If growth can stay resilient and profits deliver as we expect, a rotation into laggard sectors and regions, as well as a “deepening” across the market-cap spectrum, should continue.

    More from this week:

    Market Spotlight

    • EM in the Year of the Snake

    Lens on…

    • Fed’s the odd one out
    • Argentina’s turnaround
    • Top risks in 2025

    Download the full report PDF, 458KB

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