Articles for tag: AI arms race, cautious investing, consumer slowdown, Emily Leveille, Investment Strategies, Market volatility, technology stocks

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Investors Focus on AI Arms Dealers Amid Anticipated Consumer Slowdown

Investors Focus on AI Arms Dealers Amid Anticipated Consumer Slowdown

In an interview with Bloomberg, Thornburg Investment Management Portfolio Manager Emily Leveille emphasized that the AI arms race is ongoing, and investors are keen on owning the 'arms dealers' of this technology. However, she expressed caution regarding consumer stocks, expecting a slowdown in that sector. The discussion took place on October 31, 2024, with hosts Scarlet Fu and Vonnie Quinn.

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