
AI trade is evolving, not ending, says Ninety One
The biggest technology momentum unwind in 27 years is coinciding with a shift on where value will be created across the AI ecosystem.

The biggest technology momentum unwind in 27 years is coinciding with a shift on where value will be created across the AI ecosystem.

Investors are shifting away from US-heavy passive strategies towards active, globally diversified portfolios, according to Schroders’ Global Investor Insights Survey.