Marlborough Group: AI stock valuations, duration appeal and year end liquidity
Trader TV, London
James Athey of Marlborough Group gives us the low-down on AI stocks, addressing valuation, recent falls and earnings; a look at the inflation picture for major European economies and the effect that has on debt markets; and the liquidity picture in markets at year end, as banks face increased scrutiny of capital positions.
25.11.2024