Economic Growth

Are Markets Mispricing the Future?

Published Mar 30, 2026
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Global stocks hit record highs in 2025, fuelled by the AI boom and investor optimism in future areas for growth.

However, as geoeconomic uncertainty persists, along with perceived over-exuberance for select sectors, is investor optimism justified or are we in a bubble about to burst?

This is the full audio from a session at the Annual Meeting 2026 in Davos. Watch it here:

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