Oil, inflation, AI: how to invest despite tensions?

Jérôme van der Bruggen - Chief Market Strategist

This month, our House View explores the topic of artificial intelligence and the natural resources it requires. How can central banks act to counter inflation and support the growth of this AI-based economy?

Artificial intelligence today operates within a delicate economic context: central banks must contain inflation without stifling growth, especially in the face of tensions over natural resources. Their strategy is to raise rates cautiously.

At the same time, rising rates are restoring appeal to bonds, while the investment cycle linked to AI seems to be entering a new phase: after major tech companies, other sectors such as healthcare, logistics, and industry are expected to take over. Portfolios therefore remain oriented towards US equities and emerging markets, while gradually strengthening the role of bonds.

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