Do you believe AI advancement will lead to sustained volatility and downside pressure in software stocks over the next 2–3 years, and how are you positioning client portfolios in response?
A) Yes — AI disruption will pressure software valuations, and I’m reducing exposure
24.2%
B) Yes — I expect higher volatility, but I’m maintaining core software allocations
24%
C) No — AI will ultimately benefit software and expand long-term growth opportunities