Janus Henderson’s portfolio managers highlight several risks for US equities in 2024. Narrow job growth, concentrated in sectors like hospitality and healthcare, may slow broader economic momentum. Also, a further slowdown in consumer spending poses a risk.
The return on investment in AI capital spending is another highly discussed market issue. “While AI offers immense potential as a productivity tool, the vast capital invested in AI infrastructure by tech giants needs to generate returns,” said Janus Henderson portfolio manager Brian Demain. “If AI proves to be a valuable productivity enhancer and delivers strong gains to those that have adopted it, the AI-spending boom will likely continue. Conversely, subpar gains could significantly slow the pace of investment,” he added.
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