All AI shares are not winning, bonds can be hedging against variations: Blackrock strategy

Artificial Intelligence Trade has strengthened the markets to celebrate the highs of this year, but each AI shares will not go up, one of the BlackRock will warn (Black) The best strategists.

Gargi Pal Chaudhuri, a general investment in the Blackrock in Blackrock, said investors need to get more voters inside the AI ​​space, because the tariff risks rise and the savings season begins.

“We are thinking about the AI ​​theme, and even thinking about the AI ​​on the AI,” said Chaudhuri, in an interview with the open proposal of Yahoo Finance. “Given that these tariffs continue to play in the next few months, we believe that there will be winners and losers in space.”

Full of surprises after the first half, a disagreement with a deep global proportion a Expansion of magnificent rallyInvestors Can’t think of the same gamebook work In the second half of 2025.

Radar hedging, references, especially inflation recommendations and inflation-related inflation, especially inflation, adhesive inflation is revised or New tariffs begin to bite. Chaudhuri offers the need for a better tool towel to manage tariffs and rate change because they hit various fields and industries.

“At a very long end of the curve, especially in a very long end of the curve, it can be a really good addition to the portfolio,” said Chaudhuri.

Wall Street comes to comments as reinstalling the expectations to reduce the ratio. In the beginning of this year, only one or no incision in one or no incision, some investors are waiting twice after two years thanks to softer inflation data and a Refrigerator Labor Market. Chaudhuri, along with low expectations for the approaching earnings season, even helped to help sustainable market feelings such as risks.

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“The expectations are less expectations after the incredible Q1 save season.” “Many, technological and software, especially AI names, such as AI names, expect certain areas to beat.”

Chaudhuri added that although many capital markets are widely higher in the second half, the road will not be smooth. Monday, Trump sent letters 14 countries affect tariffsWith proportions that range from 25% to 40%. The President will not extend the period of tariff talks on August 1.

The more active placement call is echoed in a broader average annual strategy of Blackrock. The company’s analysts claim that the results of the market are increasingly formed by political decisions, not only corporate grounds, but by policy decisions to financial costs.