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FE Investments Webinar: AI Investment Boom: Understanding the Risks Behind the Returns

For Financial Adviser Use Only

AI Investment Boom: Understanding the Risks Behind the Returns

FE Investments Webinar | Friday 06 March 2026 | 11:00 GMT

Mega-cap tech led global returns for the third consecutive year. Nvidia briefly became the world's largest company. AI-linked equities contributed the majority of S&P 500 returns.

But extreme market concentration and circular capital flows create hidden fragility. Four customers represent 61% of Nvidia's Q3 revenue. The entire AI supply chain depends on fewer than 10 companies.

Join FE Investments for a data-driven analysis of the biggest economic transformation story of the decade.

Sources: Bloomberg, Reuters, JPM, 2025

 

This marketing material is for financial advisers only. Not for retail investors. It is not a recommendation to buy or sell any particular asset class, security or strategy. Investors may get back less than originally invested. Financial advisers are solely responsible for any further distribution of this document. Past performance is not a guide to future performance.

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