Bloomberg Technology

Risk-Reward Ratio in Tech as Geopolitical Risks Increase

Geopolitical risk and the likelihood of another sticky inflation print in the US this week are sending US tech stocks lower, despite optimism around China’s stimulus policies. GQG Portfolio Manager Brian Kersmanc joins Caroline Hyde to discuss the wider landscape and his best AI bets on “Bloomberg Technology.” ——– Like this video? Subscribe to Bloomberg…

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Geopolitical risk and the likelihood of another sticky inflation print in the US this week are sending US tech stocks lower, despite optimism around China’s stimulus policies. GQG Portfolio Manager Brian Kersmanc joins Caroline Hyde to discuss the wider landscape and his best AI bets on “Bloomberg Technology.”
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1 Comment

  1. @JosephRobinson-j6x

    December 9, 2024 at 8:22 pm

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