Market Optimistic on AI Surge, Ignoring Risks: Noviskis

Jessica Noviskis, OCIO portfolio strategist at Marquette Associates, says market optimism is largely driven by strong earnings and the resurgence of the AI sector despite potential risks. "We are entirely pricing markets off of the good things that are happening," she said, "and ignoring the risks and the war and the potential for inflation and maybe rate hikes." (Source: Bloomberg)