Market Watch
Bullish 65.0
After a 33% gain in the first half, this fund manager grew tired of the AI trade. Here’s where he’s looking now.
Bill Hench, of First Eagle, stepped away from the artificial-intelligence trade with small-capitalization bets on a recovery of the U.S. housing construction market.
Pulse AI brief
Pulse reads the full article and explains what it means for markets. Sign in to generate a brief.
AI analysis of the article above. For information only, not financial advice.



