Bank of America survey showed that concerns about an AI bubble have eased but are still at a high level.
A global fund manager survey conducted by Bank of America shows that investors' concerns about the artificial intelligence bubble have slightly eased, but still remain at a high level. The vast majority of investors surveyed still consider the artificial intelligence bubble to be the biggest "tail risk", with 38% of respondents holding this view, down from 45% in the November survey. Another 19% of investors believe that disorderly increases in bond yields are the biggest tail risk. This month, private credit has been identified as a new risk factor, with 14% of the surveyed fund managers considering it to be the biggest "tail risk" in the coming year.
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