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Citi's Manthey Says Value, Quality Could Outperform AI Stocks
Beata Manthey, head of European equity strategy at Citi, discusses market positioning amid heightened uncertainty about the AI buildout. "We've basically neutralized the growth exposure, or AI exposure," Manthey tells Bloomberg Television. "We argue that more value, or more quality parts of the market, some defensives, could outperform in this type of environment," she adds. (Source: Bloomberg)