Are AI stocks overpriced? Finding quality in an overvalued market
AI stocks have had an extraordinary run, but are prices starting to outpace reality? With signs that some of the market's most hyped companies may be overvalued, savvy investors are shifting their attention to a different kind of company: well-run, fairly priced businesses that can hold their ground when conditions get harder.
In this quarterly session, we'll be joined by Kevin Osten from GQG Partners, a global investment manager, as we look at what's really going on in markets right now and where the genuine opportunities are hiding.
We'll cover:
Why AI and tech stock prices are raising concerns and what that means for your portfolio
Which types of companies tend to hold up well when conditions get harder
Where we see real long-term value today
How to think about building a portfolio that can weather uncertainty without giving up on long-term growth
This is a practical conversation for anyone who wants to understand what's really happening in markets right now and what to do about it.