AJ Bell tweaks US equities allocations to target AI roll-out in ‘real economy’
· Source: adv.portfolio-adviser.com
In short
AJ Bell Investments has adjusted its US sector allocations for 2026 to capitalize on AI developments beyond the chipmakers and supply chain sectors. The firm is focusing on healthcare, energy, and utilities sectors which benefit from AI implementation, reflecting progress in technology adoption across various industries and increased energy demands from AI data centers.
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Tags: US equities, AI, healthcare, energy, utilities, investments