The manager of a top-2% fund shares 3 defensive stocks he's betting on with the S&P 500 poised for 'material downside'

The manager of a top-2% fund shares 3 defensive stocks he's betting on with the S&P 500 poised for 'material downside'

GQG Partners has been quite vocal about its bearish view on the AI trade over the last several months.

GQG Partners has been vocal about its view on the AI trade over the last several months, publishing a four-part report from September through early March detailing why it's a bubble "on steroids" wai… [+5019 chars]