How to keep profiting from AI while shielding your portfolio against the risk of a slowdown

Sep 25, 2026 3:05 PM · MarketWatch

You might agree with the consensus that the generative AI build-out will last for years. But as an investor, you should watch for the eventual warning signs of a slowdown and consider how to protect your portfolio through an up-and-down cycle.

Jamie Wilhelm and Sunit Gogia of Fort Washington Investment Advisors manage the $3.6 billion Touchstone Large Cap Focused Fund SICWX, which is rated four stars (the second-highest rating) within Morningstar’s “Large Blend” category.

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Original source: MarketWatch