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AI is so big, it’s now impossible for investors to avoid

source: news (news:marketwatch)published 2026-07-16 00:59ingested 2026-07-16 08:05

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Market Extra
AI is so big, it’s now impossible for investors to avoid
Stocks, corporate bonds and venture capital are increasingly dominated by a single investment theme, Apollo points out
For decades, the golden rule of investing was simple: Put 60% of your money into stocks for strong returns and 40% into bonds for safety. But according to Torsten Slok, chief economist at Apollo, that classic framework is officially dead.
“The new 60-40 is AI vs. non-AI,” Slok wrote in a slide deck shared with MarketWatch.

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