China could be the US tech hedge
Diversification is not about finding a market without risk — it is about finding a market whose risks are different
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Mate actually wrote an article on diversifying beyond #tech without mentioning REITs or emerging markets. Considering (frothy) valuations, h
Should investors just buy anything with a hint of artificial intelligence, or try to find the parts of the AI supply chain where bottlenecks capture more of the value?
With AI winners and losers changing places so quickly, it isn’t just about where to invest, but also when. on.wsj.com/49YNSZW
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Think the U.S. stock market is too heavily exposed to AI? It’s even worse abroad.
Stock-market concentration is hardly just an issue in the U.S.
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Four cheap funds for investors who want to avoid reliance on US tech stocks
US tracker index funds are popular with investors - but other geographical areas or sectors can also provide strong returns and diversificat
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