Bloomberg
BlueBay Sees Near-Term Risk in Japan AI Stocks Followed by Rally
Sunday, June 28, 2026
**Title: BlueBay Asset Management on Japanese AI Stocks**
RBC BlueBay Asset Management maintains a positive outlook on Japanese AI-related stocks and expects gains to continue through 2027. The firm is reducing exposure in the near term, citing expectations of slower growth in July and August. BlueBay plans to increase positions after this anticipated period.