Fund Zone: Schroders: Watch out for AI earnings bubble risk, adopt active value investment strategy

Johanna Kyrklund, Chief Investment Officer of Schroders Investment Group, warned that AI-related stocks face the risk of an "earnings bubble", and suggested adopting an active value investment strategy to diversify the risks associated with the AI investment theme. She pointed out that the huge capital expenditure deployed by tech giants in artificial intelligence has driven earnings growth, lifting the performance of AI-related stocks.