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The AI effect: Time to rethink your technology exposure?

Will AI fulfill the market's high expectations? Will it continue to drive market concentration? Head of Multi-Asset Strategy Adam Berger and Global Industry Analyst Brian Barbetta, co-head of our Technology team, discuss the outlook and the asset allocation implications.

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By

Adam Berger, CFA

Brian Barbetta

event
7 min
Article
2025-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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