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Schwab Network: Krei Says High Tech Valuations Leave Room for “Old Economy” Leaders to Shine

Oct 24, 2025 | Insights

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Co-CIO Andrew Krei joined Schwab Network to address the market's enthusiasm around AI and the potentially productivity wave ahead. While mega-cap tech valuations remain high, we see opportunities in “old economy” sectors like industrials and larger financial institutions. Andrew explains how the "next phase of AI" could transform margin profiles as the technology diffuses through economy to boost productivity and innovation.

Watch the full interview here.

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