“Valuations are high, but remain far from the excesses seen during the dot-com bubble”
In an interview with Sphere, Daniel Varela, Chief Investment Officer at Piguet Galland, shares his analysis of the key trends currently shaping financial markets.
As investors continue to assess the outlook for interest rates, the US dollar and inflation, he highlights the opportunities emerging in bond markets and outlines his long-term investment perspective.
He also discusses the development of artificial intelligence, which he believes continues to support market growth despite elevated valuations in certain segments. Beyond the major technology stocks, Daniel Varela identifies several promising long-term themes, including reindustrialisation, energy and healthcare.
Read the full interview in Sphere (french only)