Ben Inker: S&P 500 Bearish Outlook, AI Stocks to Lag

Ben Inker, co-head of asset allocation at GMO, predicts a bearish outlook for the S&P 500, anticipating a rotation where AI stocks will underperform, dragging the entire index down. He expects single-digit percentage losses by 2026, highlighting that this is not a mega bubble like the dot-com era or 2008. Inker suggests opportunities in non-AI parts of the S&P 500, with top picks being Japanese small-cap stocks and European value stocks.The Daily News Now! — Every city. Every story. AI-powered. Hosted on Acast. See acast.com/privacy for more information.