AI fever is fuelling a fresh wave of market excitement, with soaring valuations and high-profile endorsements pointing to the next potential trillion-dollar tech company. With major players doubling down on artificial intelligence, investor confidence remains resilient despite rising eurozone inflation and mounting expectations of another ECB rate hike. Meanwhile, Afonso Borges from our Fixed Income Research team makes the case for UK gilts amid shifting bond dynamics, while Nenad Dinic, Equity Strategy Research, explores the broadening strength in emerging market equities and explains why it’s not only about tech.(00:00) - Introduction: Lucija Caculovic, Product & Investment Content (00:38) - Markets wrap-up: Jan Bopp, Product & Investment Content (06:25) - Fixed income update: Afonso Borges, Fixed Income Research (10:12) - Emerging market equities: Nenad Dinic, Equity Strategy Research (14:13) - Closing remarks: Lucija Caculovic, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
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