Are bullish markets overly exuberant?
In Short
Interview with Vincent Chaigneau, Head of Research at Generali Asset Management
In our latest video, Vincent Chaigneau, Head of Research at Generali Asset Management, discusses the ‘AI miracle’ and cyclical upgrade behind the continuation of the equity rally, even as rate cut hopes partly evaporated. He reiterates his positive views for the year but warns about signs of exuberance in the recent risk rally.
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