Post by Mutual Trust Pty Ltd

Earnings from AI-related mega-caps continue to deliver, and the scale of investment and breadth of applications point to a multi-year cycle still in its infancy.  However, over the medium-term, it is critical to look beyond the current leaders for both sources of return and portfolio protection. In our latest Quarterly Outlook, Simone Rouse, CFA Rouse explores four questions: ▪️ Will higher rates threaten the AI-capex cycle? ▪️ Can equity market leadership broaden? ▪️ Could a wave of outsized initial public offerings (IPOs) challenge returns? ▪️ How do we design resilient portfolios? 🔗 Click here to read more: https://lnkd.in/gGAzcWfF Hemant Govan Douglas Tan, CFA Jono Gourlay, MAppFin, FFin, B.A.(Hons) Stella Ng, CFA #quarterlyoutlook #wealthmanagement #intergenerationalwealth #modernfamilyoffice