Which AI bubble? AustralianSuper says it will stick with US stocks

As AustralianSuper’s Alistair Barker travels the world, he can see that artificial intelligence and its relationship with government will continue to have an outsized impact on the global economy and stock market this year.

The head of asset allocation at Australia’s largest super fund says the Trump administration in the US and Xi Jinping’s China are in an AI arms race for economic and geopolitical superiority, which bodes well for investors.

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