Nataliia Lipikhina, Head of EMEA Equity Strategy at J.P. Morgan Private Bank, told CNBC’s Ritika Gupta that she favors U.S. and emerging market equities over European stocks due to their stronger exposure to the AI and technology boom. Despite this preference, Lipikhina remains cautiously optimistic about European markets, identifying banks and industrials as the sectors best positioned to capitalize on the growing artificial intelligence trade and deliver meaningful gains for investors.
In-Depth:
Nataliia Lipikhina, Head of EMEA Equity Strategy at J.P. Morgan Private Bank, joins CNBC’s Ritika Gupta to explain why she’s more bullish on U.S. and emerging market equities compared to Europe, citing their exposure to the AI and technology boom. However, she declares she still believes European stocks have room to rally and highlights the sectors best positioned to benefit from the AI trade.
