RGA Investment Advisors’ Q2 2026 Investor Letter

RGA Investment Advisors, an investment management company, has released its second-quarter 2026 investor letter. The letter addresses the incorporation of AI into investment strategies and the dramatic changes in market dynamics that have emerged, specifically referencing the AI Bottleneck 40. This group of stocks is crucial to data center infrastructure. Initially, these stocks were closely aligned with the S&P, but by mid-2025, they began to diverge and outperform the index, exhibiting...