Is the AI sector in a bubble?
In this video, BNY Investments Newton global income portfolio manager, Jon Bell assesses whether artificial intelligence (AI) is a bubble and outlines some potential ways to diversify exposure to the large tech players in the space.
4:47 mins Watch
Published on 31 October 2025
Key points:
- Rapid, outsized AI investment has created bubble dynamics in equity markets.
- The portfolio is underweight technology, communications and consumer discretionary stocks.
- Bell believes one way to play the theme is through capex beneficiaries like semiconductor equipment, memory suppliers, industrials and utilities companies.
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