Reuters: James St. Aubin on tariff risk, valuations, and why AI remains a key market driver
In Reuters’ coverage of Friday’s selloff, our CIO James St. Aubin noted that tariff headlines may introduce volatility, but the broader AI narrative could remain an important market driver. His take: the latest pullback may reflect valuation jitters rather than a decisive shift in the underlying trend.
The thoughts and opinions expressed in the article are solely those of the person speaking as of 10/10/2025, and are provided for informational purposes only. Any opinion or estimate contained in this article is made on a general basis and is not to be relied upon by the reader as advice. The reader must make his/her own assessment of the relevance, accuracy, and adequacy of the information contained in this article, and make such independent investigations as he/she may consider necessary or appropriate for the purpose of such assessment.
0813-OP00XLAP 10282025