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Bob Elliott, co-founder / CIO at Unlimited, comments on debates about China overtaking the U.S. economy.
He recalls a period when some observers were convinced that China would surpass the U.S. economically and highlights the strong reactions to disagreement with this outlook.
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Elliott has previously discussed the impact of investment trends on markets. He warned that $5 trillion in planned AI investment could lead to disappointing returns or unmet capital expenditure expectations. In another commentary, Elliott highlighted how low-cost hedge fund strategies may benefit investor portfolios.