Why healthcare is the ‘ultimate hedge’ against an AI correction, according to Kepler Cheuvreux

Why healthcare is the ‘ultimate hedge’ against an AI correction, according to Kepler Cheuvreux


Key Points

  • Talk of an AI bubble has grown since high-profile investor Michael Burry, known for predicting the housing meltdown ahead of 2008, revealed he is shorting AI players like Nvidia and Palantir.
  • Healthcare, meanwhile, is recovering after a perfect storm, according to Kepler Cheuvreux analysts.
  • The sector is also increasingly benefiting from AI adoption which is driving efficiencies and innovation, Arnaud Girod, head of economics and cross asset strategy at Kepler Cheuvreux said.



Source

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