Are Markets Mispricing the Future?

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: