Asks if the worst of the selling in AI/software is behind us.
Joanna
Faitareba
Sees the AI software selloff as an opportunity. AI is empowering software companies, shortening coding time, and enabling workflow efficiencies.
Asks about broadening the rally beyond tech and which sectors to favor.
Joanna
Faitareba
Upgraded global growth outlook for 2026 bodes well for sectors like Materials and Healthcare, speaking to a broadening positive earnings trend.
Asks if dollar weakness will persist, providing a tailwind for emerging market assets.
Joanna
Faitareba
Expects rate cuts later in the year, leading to a cyclically weaker dollar (not a debasement), around 1.22 in EUR/USD over 12 months.