From TokenPost · · 40s
Federated Hermes CIO Sees Years Left in AI Boom
Federated Hermes' CIO predicts AI infrastructure investment will last years before bubble risks rise.
In brief
Federated Hermes' CIO predicts AI infrastructure investment will last years before bubble risks rise. Federated Hermes raised its 2026 S&P 500 earnings estimate to $370 from $340, projecting 15% growth through 2028 as AI infrastructure builds. Originally reported by TokenPost.
Federated Hermes CIO
Federated Hermes' chief investment officer for global equities believes AI infrastructure build-out has years to run before bubble risks intensify.
2026 S&P 500 Earnings
Federated Hermes raised its 2026 S&P 500 earnings estimate to $370 from $340 in September outlook.
2027-2028 Earnings Projections
The firm projects 15% earnings growth for 2027 and 2028, with S&P 500 targets of $425 and $490.
The headline
Federated Hermes raised its 2026 S&P 500 earnings estimate to $370 from $340, projecting 15% growth through 2028 as AI infrastructure builds.
