AI boom creates investment opportunities beyond big tech, Perpetual says

Bitget2026/10/23 02:49

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AI investment is driving growth beyond big tech into traditional industrial suppliers, according to Barrow Hanley portfolio manager David Ganucheau.
Robotics and industrial automation suppliers offer opportunities where potential growth is not yet reflected in valuations.
Ganucheau is buying Aptiv at seven times earnings, citing its robotics potential.
Concentration in seven to 10 large companies raises portfolio diversification risks; highly valued growth stocks remain vulnerable to higher rates or slower growth.
Growth stocks fell 30% in 2022, compared with single-digit declines for value stocks.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Perpetual Limited published the original content used to generate this news brief on October 23, 2026, and is solely responsible for the information contained therein.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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AI boom creates investment opportunities beyond big tech, Perpetual says

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