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Multi Asset Blog
Will the AI boom ever end?
03 November 2025 | Julian Howard
Tech megacaps are locked in an AI capex arms race. Despite AI productivity gains in several sectors confirming its lasting value, with many tech stocks trading at nosebleed earnings multiples, talk of AI bubbles just won’t go away. Effective diversification of multi-asset portfolios should enable investors to maintain exposure to AI innovation, all the while helping to smooth out the inevitable market corrections.
