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Investors Aren’t Abandoning AI, They’re Diversifying Around It

Dela

BlackRock's Kristy Akullian remains constructive on equities despite narrowing market breadth, pointing to broad earnings growth and continued investor demand for AI and semiconductor exposure. She highlights record ETF flows, growing interest in targeted sector investments, muni bonds like MUB and short-duration fixed income. She also favors emerging markets, including Korea and Taiwan, as a way to diversify within the AI trade rather than away from it.


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