Style rotation flags concerns on whether the AI party is over?

Published 12/03/2025, 22:04
© Reuters.

Investing.com -- U.S. artificial intelligence stocks were once at the top of investor wishlists, but recently many have shied away from popular investor theme, prompting concerns of whether the US tech bull run is nearing an end.

"Globally, dramatic style rotation recently has prompted the question of whether equity markets are at a turning point and performance leadership may differ in 2025," BofA strategists said.

The Global Momentum style has underperformed by 12% in three weeks as previous performance leaders underperformed. This underperformance comes at a time when there has been a regional rotation away from the US and global sector rotation towards defensives, BofA said.

The year-to-date style outperformers have been more defensive, with dividend, value, small size, and quality leading the gains.

But whether this rotation is sustainable depends partly on whether the US economy slows, whether Europe and China can recover at the same time, and whether the multi-year Tech investment theme takes a breather.

While history suggests potential for a dramatic rotation when a popular investment theme such as US AI becomes a crowded position and expensive, there isn’t enough data to suggest the current rotation has staying power. 

"So far, data hasn’t changed enough to justify sustained rotation," BofA said.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.