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A Top-Performing PIMCO Fund Underweights the US Magnificent Seven Stocks and Bets on Asia Instead
12 hour ago /
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Author：小编
A top fund manager at PIMCO believes that the next batch of winners in the AI boom will emerge among Asian equipment suppliers and Chinese financial and healthcare stocks, rather than the currently crowded large-cap US tech companies. As spending in the AI sector surges, many large US tech firms are burdened with heavier debt and face uncertain profit prospects, reducing their appeal. The fund, with nearly $19 billion in assets, has outperformed 97% of its peers over the past three years.
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