We have some way to go in separating AI winners from losers: UBS Asset Management’s Thomas Digenan

Thomas Digenan, head of Americas Investment Solutions at UBS Asset Management, tells BNN Bloomberg that investors must navigate the AI space carefully as many stocks could trade above intrinsic value initially before the real winners emerge. He believes the U.S. Fed still has some work to do on inflation, and explains his cautious investment strategy at present.

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