Here’s why materials should be an important part of investor portfolios, according to Bank of America
The impact of AI capex, the geopolitical race for resources, rising defense spend and a housing shortage in America all argue in favor of exposure of materials in conjunction with tech for a “barbell” approach to risk
The impact of AI capex, the geopolitical race for resources, rising defense spend and a housing shortage in America all argue in favor of exposure of materials in conjunction with tech for a “barbell” approach to risk
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