A few of our Henry Wealth Management clients have recently wondered aloud what their investment performance might look like if they made larger portfolio bets on Artificial Intelligence companies. It would be difficult for me—check that, impossible—to better express the importance of remaining globally diversified than my friend Brian Wesbury, Chief Economist at First Trust, does in his outstanding blog post History Rhymes – Don’t Forget It, (Oct. 6, 2025- Monday Morning Outlook).
Don’t get me wrong – we believe AI companies are remarkable, transformative, and will undoubtedly continue shaping our economy in profound ways. But we believe it’s unwise to go overboard in any single area. The globally diversified portfolios we provide already include healthy exposure to the technology sector in general, and to AI innovators in particular.
Take a few minutes to read Brian’s piece and let me know your thoughts - I think you’ll find his perspective both reassuring and insightful.
History Rhymes – Don’t Forget It
(Oct. 6, 2025- Monday Morning Outlook).