Beware overhype about AI and make these 7 smart investments instead, according to a tech portfolio manager at a $120 billion firm

• Lower inflation and a resilient labor market have many market pundits excited about the economy.
• Technology investor Jonathan Curtis is bullish, though he’s worried about AI stocks in late 2023.
• Below are seven parts of the market that Curtis is comfortable investing in now.

There’s plenty for investors to smile about right now, even after the recent market pullback.