Prof G Markets · Wednesday, July 29, 2026
With the market heavily reliant on AI, investors are advised to seek areas and investments outside of AI, particularly value stocks. Thorsten Schlök suggests that while growth sectors are declining, value investing is currently performing well, offering a hedge against the wobbling AI trade.
“And so your advice is, try to find areas and investments that are not AI.”
“So the answer to your question is, exactly that a good recommendation at the moment is to invest in non-AI. And what really is fundamentally non-AI? It's value.”
“Because people are going away from growth towards value, to actually invest in companies that have earnings, to invest in companies that are able to pay their debt servicing cost.”