JPM's Ward Says Stock Rotation Has 'Further to Go'
Karen Ward, JPMorgan Asset Management's EMEA chief market strategist, discusses the market's reaction following the so-called "AI scare trade." She says investors are "absolutely right" to be picking into the story and the idea of "price to perfection." Speaking on Bloomberg Television, Ward adds the rotation "still has a lot further to go" within the US market.
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