The “Alchemy of portfolio construction” according to Evercore ISI (NYSEARCA:XLK)
2024-06-24
Wasan Tita Evercore ISI analysts said the “alchemy of portfolio construction” in 2024 should have four pillars, according to an Equity and Derivates Strategy macro note. First, it should have stocks that are “artificial intelligence revolutionaries.” — In other words, companies that are enabling the AI transition or using AIContinue Reading