How AI is driving equity momentum and attractive alternatives

About this episode

Matthew D. Miskin discusses the drivers behind the recent U.S. equity market rally amidst global volatility.

U.S. equity markets have had a remarkable start to the second quarter, against a dynamic and volatile global backdrop. Our Co-Chief Investment Strategist, Matthew D. Miskin, CFA, joins the podcast for a timely conversation on the main drivers behind the recent market rally and concentration risks.

People in this episode

Guest: Matthew D. Miskin

Topics covered

• AI
• equity markets
• market rally
• investment strategy
• concentration risks

Keywords

• AI
• equity momentum
• market rally
• investment strategy
• concentration risks

Mentioned in this episode

Organizations: Manulife John Hancock Investments

Places: U.S.

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