AI investment boom fuels corporate profits, Homrich & Berg says
SPY•Homrich & Berg says AI investment is driving record business investment growth and soaring profits for beneficiaries. Its November 3 analysis also says policy could become a headwind for risk assets in 2027.
1. Investment and market outlook
Homrich & Berg said AI investment is driving record business investment growth and soaring profits for beneficiaries. The firm said policy could become a headwind for risk assets in 2027 as interest rate hikes and reduced fiscal support replace earlier stimulus. It also said core bonds yielding 5% or more offer prospects for positive returns, even if rate volatility resurges.
