In the latest Aquila Focus, Nicolas Peter, Head of Investment & Wealth Management at Aquila AG, looks at investor reaction to increased AI investment and the shift from large-cap to small-cap stocks. Despite strong gains in the first half of the year, the market is volatile and investors are critical of Google's increased AI spending. At the same time, US small caps are back in investors' focus.
#aquilafocus #EAM #aquilaag #investments #shares #aquila #google #KI #AI #assetmanagement
Disclaimer: Produced by Investment Center Aquila Ltd.
Information and opinions contained in this document are gathered and derived from sources which we believe to be reliable. However, we can offer no under-taking, representation or guarantee, either expressly or implicitly, as to the reliability, completeness or correctness of these sources and the information pro-vided. All information is provided without any guarantees and without any explicit or tacit warranties. Information and opinions contained in this document are for information purposes only and shall not be construed as an offer, recommendation or solicitation to acquire or dispose of any investment instrument or to engage in any other trans
action. Interested investors are strongly advised to consult with their Investment Adviser prior to taking any investment decision on the basis of this document in order to discuss and take into account their investment goals, financial situation, individual needs and constraints, risk profile and other information. We accept no liability for the accuracy, correctness and completeness of the information and opinions provided. To the extent permitted by law, we exclude all liability for direct, indirect or consequential damages, including loss of profit, arising from the published information.
