Supriya Menon at Wellington Management discusses whether a shake-up in AI and tech valuations will be short-lived or could the industry see a long-term fundamental to US stock market valuations.

A major question in the industry is whether the AI disruption could also impact other geographical markets. Menon looks at how she thinks Europe could reap the benefits of the recent DeepSeek news and discusses where she is seeing positive signs of change across the European market.

In this episode, the head of multi-asset also looks at the heightened state of market volatility traders will have to navigate in 2025 and offers her advice on how to approach these choppier markets; what to pay attention to, and how to think about cross-asset correlations.

Link – https://vimeo.com/1052792670?share=copy#t=0