BWC member Gregga Baxter recently published an article with Gulf International Bank examining the market’s sharp pivot toward AI and a handful of dominant tech leaders. He highlights the growing concentration risk and underscores GIB Asset Management’s view that disciplined allocation is key to protecting long-term objectives.

To read the full article at GIB, click here.

All views expressed by members are their own and not reflective of the views of the Bretton Woods Committee.