Updated: 2 Dec
The European Central Bank warned that high valuations in AI-related stocks and concentrated investments in American hyperscalers such as Nvidia, Alphabet, Microsoft, and Meta could trigger significant market corrections if investor sentiment shifts abruptly.Michael Field, Julien Lafargue, and Dorian Carrell each emphasized the potential risks and the importance of diversification, with Carrell highlighting convertible bonds as a defensive AI investment strategy.
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Altstadt

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Inflation in the Eurozone rose to 2.2 percent in November, exceeding the European Central Bank's 2.0 percent target and surprising economists. Professor Joe Nellis from MHA stated that the underlying picture remains...

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MichaelField

The European Central Bank warned that high valuations in AI-related stocks and concentrated investments in American hyperscalers such as Nvidia, Alphabet, Microsoft, and Meta could trigger significant market corrections...

2 Dec
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