Beyond the AI boom: A broader market awakens

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Despite market jitters, the broader macro backdrop remains constructive. The market rally, initially powered by booming AI investment, is now broadening to include cyclical sectors. This shift reflects growing confidence in earnings and signals a more durable expansion. Meanwhile, China’s consumption-focused stimulus and Asia’s tech momentum continue to support regional markets.

How can investors position themselves in this evolving landscape?

https://www.principalam.com/ax/insights/asset-allocation/beyond-ai-boom-broader-market-awakens

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