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Market Impact: 0.2
Allan Gray Favors Office REITs as Market Overplays AI Threat
Source: Bloomberg
Housing & Real EstateArtificial IntelligenceInvestor Sentiment & Positioning
Allan Gray Australia Ltd. is favoring stocks tied to beaten-down office landlords, expecting the sector to rebound. The firm believes investors are overestimating AI's threat to demand for office space.
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