SBS On The Money | Activam sees opportunities beyond AI as broad earnings strength supports markets.

On SBS News On The Money, Robert Talevski discussed why broad earnings growth, resilient consumer demand, and continued investment in AI-related themes continue to support the outlook for investors despite ongoing economic headwinds.

Key Insights:

• The current bull market is supported by broad earnings strength across sectors, not AI alone.
• AI, data centre investment, and critical minerals demand continue to create opportunities for investors.
• Activam Group favours global equities and sees ongoing opportunities in global small caps, mid-caps, and emerging markets.