Tangen emphasized that the stock market is entering a new reality dominated by geopolitical tensions and reduced liquidity, leading to expectations of lower returns.
He expressed concern over the current market concentration, noting that the top companies, particularly those in AI and semiconductor industries, hold unprecedented influence over stock performance.
Tangen elaborated on the interconnectedness of major players in the tech sector, highlighting how few companies dominate the AI and microchip landscape, which poses significant risks.
#stock-market #ai-investment #geopolitical-tensions #investment-risks #norges-bank-investment-management
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