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Still See More Upside to Tech Trade: JPMorgan Asset Management

Still See More Upside to Tech Trade: JPMorgan Asset Management
Bloomberg Markets Wednesday 17 June 2026, 03:00 UTC 1 min read
Key Points

Jun 17th, 2026 Still See More Upside to Tech Trade: JPMorgan Asset Management Aisa Ogoshi of JPMorgan Asset Management says "risk obviously is in the tech trade" due to the market concentration. But she adds that "there's more upside to the tech trade" in terms of the AI data center supply chain. Ogoshi also discusses the outlook for the Bank of Japan.

Jun 17th, 2026 Still See More Upside to Tech Trade: JPMorgan Asset Management Aisa Ogoshi of JPMorgan Asset Management says "risk obviously is in the tech trade" due to the market concentration. But she adds that "there's more upside to the tech trade" in terms of the AI data center supply chain. Ogoshi also discusses the outlook for the Bank of Japan. [Image text:] Aisa Ogoshi JPMORGAN ASSET MGMT APACEQUITIES PORTFOLIO MANAGER BRENT CRUDE Bloomberg 79.49 A0.53 0.67% The Asia Trade
JPMorgan Asset Management Jun 17th, 2026 (ORG) JPMorgan Asset Management (ORG) Aisa Ogoshi (PERSON) AI (ORG) Ogoshi (ORG) the Bank of Japan (ORG)
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