Kiran Ganesh

Kiran Ganesh, Global Head of Investment Communications at UBS Chief Investment Office, shares expert insights on market dynamics. He discusses the tension between FOMO in the AI sector and concerns about an equity bubble, highlighting the highest US valuations since the dotcom boom. Kiran suggests considering diversification into countries like China and Japan, and warns against heavy cash holdings. He advocates for strategic allocation, emphasizing the importance of quality bonds and gold, while offering practical portfolio strategies for uncertain markets.