Pensions cut US equities over AI concentration risk

This article is written by two pension journalists, and . It’s good to have pensions getting some coverage from those interested in the money consumers have invested in pension funds.

You can read the original from this link.(free)

 

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About henry tapper

Founder of the Pension PlayPen,, partner of Stella, father of Olly . I am the Pension Plowman
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1 Response to Pensions cut US equities over AI concentration risk

  1. PensionsOldie's avatar PensionsOldie says:

    At the EPFIF Trustee Circle last week, a speaker from a leading investment manager talked about the “gamblification” of the US Equity market.

    That had a certain ring to me when you see index p/e ratios north of 23 and dividend yields of less than 1.4%!

    Pensions schemes are ultimately investing for income to pay pensions.

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