AI boom creates investment opportunities beyond big tech, Perpetual says

By Public Technologies
  • AI investment is driving growth beyond big tech into traditional industrial suppliers, according to Barrow Hanley portfolio manager David Ganucheau.
  • Robotics and industrial automation suppliers offer opportunities where potential growth is not yet reflected in valuations.
  • Ganucheau is buying Aptiv at seven times earnings, citing its robotics potential.
  • Concentration in seven to 10 large companies raises portfolio diversification risks; highly valued growth stocks remain vulnerable to higher rates or slower growth.
  • Growth stocks fell 30% in 2022, compared with single-digit declines for value stocks.


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