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Allianz's Subran Has Doubts Over Europe's 'AI Dividend' (Video)

Allianz's Subran Has Doubts Over Europe's 'AI Dividend' (Video)
Bloomberg Technology Friday 03 July 2026, 08:09 UTC 1 min read
Key Points

Jul 3rd, 2026 Allianz's Subran Has Doubts Over Europe's 'AI Dividend' Ludovic Subran, chief investment officer and chief economist at Allianz, says there isn't enough evidence to say that the AI trade is in "bubble" territory. Speaking to Bloomberg's Caroline Connan at the Aix-en-Provence Economic Forum in France, he also says emerging-market stocks are looking more attractive due to demand for semiconductors, and that Europe might fail to reap the "AI dividend."

Jul 3rd, 2026 Allianz's Subran Has Doubts Over Europe's 'AI Dividend' Ludovic Subran, chief investment officer and chief economist at Allianz, says there isn't enough evidence to say that the AI trade is in "bubble" territory. Speaking to Bloomberg's Caroline Connan at the Aix-en-Provence Economic Forum in France, he also says emerging-market stocks are looking more attractive due to demand for semiconductors, and that Europe might fail to reap the "AI dividend."
Allianz (ORG) Subran (LOCATION) Europe (LOCATION) Ludovic Subran (PERSON) Bloomberg (PERSON) Caroline Connan (PERSON) France (LOCATION)
Originally published by Bloomberg Technology Read original →

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