RBC BlueBay Asset Management says it remains broadly constructive on Japanese AI-related equities but expects volatility in the near term. The firm points to a potential correction over the next two months, describing this as a risk phase that could be driven by a slowdown period commonly associated with July and August. After this near-term pullback, BlueBay expects the sector to recover and sees the upside path extending beyond the immediate horizon. Bloomberg reports that the firm still anticipates a rally that could continue into 2027, while also trimming risk for the near term. Japan Times similarly notes that AI-related shares are likely to see a correction over roughly the next two months, followed by a rebound next year. The latter outlet adds that the prospective improvement is linked to expectations for favorable U.S. policy measures, which investors may view as supportive for AI-related markets. Overall, the sources present a common view: cautious positioning in the next couple of months, with a more positive outlook thereafter.