FTSE Russell’s Indrani De says resilient earnings and AI-driven investment continue to support markets, but investors are becoming more selective. She says capital is increasingly balancing growth exposure with investment-grade debt, while rising refining constraints and energy costs remain key risks heading into winter. (Source: Bloomberg)
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FTSE Russell’s Indrani De says resilient earnings and AI-driven investment continue to support markets, but investors are becoming more selective. She says capital is increasingly balancing growth exposure with investment-grade debt, while rising refining constraints and energy costs remain key risks heading into winter. (Source: Bloomberg)