Can value stocks offer resilience to AI disruption?

High-growth technology stocks still dominate the investment landscape, fuelled by the promise of AI. But recent signs of a broadening market are revealing that more industries beyond just tech are positioned to benefit. We think large-cap value stocks are well-poised for this shift, especially since AI can be both a disruptive and driving force in today’s dynamic market. The AI revolution is redefining entire market segments. Greater uncertainty over which companies will win or lose the AI race is adding a layer of investment risk, as investors struggle to predict the long-term livelihood...