---
title: "Strategist points to healthcare if investors want to diversify portfolio outside of AI"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294880229.md"
description: "Empower chief investment strategist Marta Norton recommends the healthcare sector as a key diversifier for portfolios currently dominated by AI stocks. She argues that healthcare offers robust defensive growth independent of the AI supply chain, contrasting it with tech stocks facing scrutiny over capital expenditures and earnings."
datetime: "2026-08-04T22:22:41.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294880229.md)
  - [en](https://longbridge.com/en/news/294880229.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294880229.md)
generator: "portal-rs"
---

# Strategist points to healthcare if investors want to diversify portfolio outside of AI

Empower chief investment strategist Marta Norton discusses market diversification as AI dominates the stock market. Norton analyzes corporate earnings, consumer resilience, and the capital expenditure questions surrounding tech stocks. She recommends the healthcare sector as a crucial diversifier, explaining that it offers robust defensive growth without being dependent on the artificial intelligence supply chain.

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**