Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement, was featured by Bloomberg in the article, “Wall Street Risk Complex Surges Anew Amid Deluge of Fresh Cash”
“Semis are still core to that AI infrastructure buildout, but as we move forward, the bottlenecks may shift and eventually get to the undersupply of power,” said Ayako Yoshioka, senior investment strategist at Wealth Enhancement. “Higher yields are still a risk — especially as the AI infrastructure buildout continues to tap the debt market.”
Access the full article here: Wall Street Defies Economic Worries With Record Inflows to Risky Markets - Bloomberg
