20.09.2026 Opalesque Exclusive: Asset owners have named their biggest risk and bought more of it
Matthias Knab, Opalesque for New Managers:

Ask more than 500 asset owners what worries them most about artificial intelligence and they will tell you, in order: that valuations and capital expenditure are compounding on each other, that the market has become dangerously concentrated, and that everyone now depends on a handful of mega technology providers.

Then ask them what they did wit

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