After a 33% gain in the first half, this fund manager grew tired of the AI trade. Here’s where he’s looking now.
Bill Hench, of First Eagle, stepped away from the artificial-intelligence trade with small-capitalization bets on a recovery of the U.S. housing construction market.
Bill Hench, of First Eagle, stepped away from the artificial-intelligence trade with small-capitalization bets on a recovery of the U.S. housing construction market. This story matters for Finance & Markets readers tracking trade. Reported by marketwatch.com. Read the full original at the source link below.
Originally reported by marketwatch.com. Trade-News.com curates and briefs the finance & markets stories that matter. Our editorial policy →
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