Australian pension giant rotates from AI infrastructure to adoption plays

15 hours ago

Australian Retirement Trust views the AI bubble narrative as premature but warns AI-related equities are no longer cheap, as the fund repositions towards financials and healthcare.

Australian pension giant rotates from AI infrastructure to adoption plays

Artificial intelligence valuations have not reached dotcom bubble territory, but related equities have lost their margin of safety, prompting Australian Retirement Trust (ART) to shift from infrastructure providers toward sectors poised to benefit from AI adoption.

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