Reichmuth & Co flags equity volatility as higher rates spur doubts over AI boom
SPY•Reichmuth & Co flagged rising equity-market nervousness amid higher interest rates, geopolitical uncertainty and doubts about the AI boom, while expecting short-term volatility and maintaining a constructive medium-term view on equities.
1. Market outlook
Reichmuth & Co flagged rising equity-market nervousness amid higher interest rates, geopolitical uncertainty and doubts about the AI boom. The firm expects short-term volatility but kept a constructive medium-term view on equities, with AI exposure tilted toward infrastructure beneficiaries and successful adopters, alongside diversification aimed at improving portfolio resilience.
