Investment professionals share three strategies for current global markets
Updated
Updated · CNBC · May 6
Investment professionals share three strategies for current global markets
3 articles · Updated · CNBC · May 6
Aoifinn Devitt, Jeff Blazek and Nicolo Bocchin spoke as US futures rose on hopes of a US-Iran war-ending deal and South Korea's Kospi topped 7,000.
Their ideas included buying banks benefiting from AI financing demand, adding both bonds and equities as rate-hike fears ease, and favouring sovereign debt and the long end of the US yield curve.
European stocks also advanced on earnings, with Novo Nordisk raising guidance after strong Wegovy pill sales, while Samsung helped lift Asian markets after joining the $1tn club.
With markets celebrating peace, can central banks ignore the inflationary pressure from the massive AI infrastructure boom?
Is the AI supercycle a genuine revolution or the biggest debt-fueled bubble in history?
As tech giants borrow billions for AI, what are the hidden energy and environmental costs of this digital revolution?