Skandia CEO Warns AI Stock Rally Unsustainable, Cites Concentration Risk

Skandia's CEO Frans Lindelöw cautions that current stock market levels, driven by AI-related names, may face setbacks, noting that some leading companies today will be irrelevant in a decade. The warning comes despite strong returns from listed and unlisted holdings and a stronger dollar. This signals growing institutional concern about equity valuations and concentration risk in AI stocks.

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