Citi's Manthey Says Value, Quality Could Outperform AI Stocks
5 Articles
5 Articles
After the turbulence in the global stock markets last week, caused by fears that the majority of Democrats in the U.S. Legislative Houses might slow down the development of artificial intelligence (AI), Citi strategists tactically lowered the recommendations for the U.S., for the global technology sector and for the ‘European technology for neutral' segment, with the risk of new adjustments for sale. Exclusive material for subscribers. To have f…
Citi's Manthey Says Value, Quality Could Outperform AI Stocks
Beata Manthey, head of European equity strategy at Citi, discusses market positioning amid heightened uncertainty about the AI buildout. "We've basically neutralized the growth exposure, or AI exposure," Manthey tells Bloomberg Television. "We argue that more value, or more quality parts of the market, some defensives, could outperform in this type of environment," she adds. (Source: Bloomberg)
Citi favors European stocks as Wall Street weighs on uncertainty around artificial intelligence – Its assessment of oil – ECB outlook and Stoxx 600 path after US elections
(Teleborsa) - Citigroup strategists have reduced their judgement on US actions and global technology, while improving that on European actions, thanks to less exposure...
He sees greater diversification in the European market and less reliance on AI stocks.
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