Institutional Investor (November 5)
2026/ 11/ 07 by jd in Global News
“As allocators continue to race into AI companies in emerging markets, entire industries are being overlooked, including financials, leaving plenty of available opportunities.” Though they may require more patience, there are “opportunities in emerging and frontier markets outside the overcrowded AI play.” Large allocators are starting “to slowly but steadily migrate capital overseas” in light of the “overconcentration of large-cap tech stocks in the U.S.”Tags: AI, Allocators, Capital, Companies, Emerging markets, Financials, Frontier markets, Industries, Large-cap, Opportunities, Overconcentration, Overcrowded AI, Overlooked, Overseas, Race, Tech stocks, U.S.
