Adding AI Resilience To Equity Portfolios

2026-05-05 05:30:00 ET

2025 was a strong year for U.S. equity markets, driven partially by large-cap technology stocks exposed to the artificial intelligence ((AI)) theme. But the market has become more discerning in 2026. As investors reassess where AI creates value versus where it may erode it, we have seen sectors such as software, brokerage platforms, professional services and insurance companies sell off on fears of AI disruption. This has some investors looking to allocate toward businesses viewed as more durable....

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