With gold having outpaced equities over the past year, Gubbi suggests that now may be the time to rebalance—reducing gold exposure and increasing equities, provided initial allocations were aligned with long-term goals.
AI stocks: Midterm elections could threaten AI trade as data center backlash grows
Public opposition to US data centers and the November midterm elections could reshape AI infrastructure investment. Increased regulatory scrutiny, rising electricity costs and construction delays