Allianz chief investment officer and chief economist Ludovic Subran said Europe might fail to reap the “AI dividend,” according to Bloomberg.
Speaking to Bloomberg’s Caroline Connan at the Aix-en-Provence Economic Forum in France, Subran also said there isn’t enough evidence to say the AI trade is in “bubble” territory and that emerging-market stocks are looking more attractive due to demand for semiconductors.
AI | Allianz CIO Subran Doubts Europe Will Reap an ‘AI Dividend’
2026-07-03 08:13:10
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