Sundar: Looking At Energy, Infrastructure As AI Play

Sitara Sundar, the head of Alternative Investment Strategy at JPMorgan Private Bank, recently shared insights on the evolving investment landscape during her appearance on Bloomberg. She highlighted how traditional 60/40 portfolio strategies are becoming less effective due to rising inflation and moderate economic growth. Sundar emphasized the growing significance of physical infrastructure and utilities stocks, particularly in the context of AI advancements, as they offer stability against potential government policy changes. This perspective is crucial for investors looking to navigate the complexities of today's market.