Last week’s equity and credit market weakness creates a temptation to view the falls in prices of AI stocks, neocloud debt, and US banks as evidence that AI infrastructure spending is indeed a bubble and that it is beginning to burst. Nasdaq fell 5% last week while MSCI Korea dropped almost 16%.

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Vis Nayar

Vis Nayar is the Chief Investment Officer and a member of the Executive Management Committee at Eastspring Investments. Vis spearheads Eastspring’s investment platform encompassing equities, fixed income, multi asset and quantitative solutions, and oversees investment offerings across markets.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.