Geopolitical events can cause significant rotation within markets, but current market dynamics differ from what investors might expect in a typical risk-off event. Nick Puncer discusses the interplay of evolving artificial intelligence narratives and energy sector exposure with WSJ’s Heard on The Street columnist, David Wainer.
Nick Puncer
Managing Director, Institutional
Principal & Portfolio Manager
[email protected]
Managing Director, Nick Puncer, shares further insights in the full article here.