Global investors are looking past rate-hike bets and still betting on the AI boom (opens original article in a new tab)

Global investors continue to bet on stock market growth and the AI boom despite inflation risks and potential interest rate hikes.

• Global investors remain optimistic about stocks despite macroeconomic risks and inflation concerns.
• Oil prices have dropped nearly 30% since May, but the impact on interest rates is not yet reflected in surveys.
• The tech sector, especially semiconductors and AI, continues to attract significant investment despite some concerns about overvaluation.