KCE: Not So Convinced By The AI Scare

2026-02-17 21:00:10 ET

We cover quite a lot of capital markets players that feature in the State Street® SPDR® S&P® Capital Markets ETF ( KCE ), so the first thing we can comment on is the somewhat meaningful effect that these latest AI-scare trades have been having on the broader capital markets indices. The beginning of the year cemented some of the positive trends that usually emerge from lower costs of capital, namely more IPO activity usually correlated to higher market valuations and also a general return in corporate action that generates fees for financial services picks. Higher valuations have helped asset management companies too....

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