Bruno Rovelli

Bruno Rovelli, Chief Investment Strategist for Italy at BlackRock, discusses current market dynamics with a focus on U.S. stocks and European bonds. He emphasizes the impact of economic volatility and the challenges of policy changes in global markets. Rovelli also analyzes why European assets are becoming more attractive amid recession fears and critiques the dollar's future. Lastly, he highlights the evolving role of AI in investment strategies and the differing technological advancements between the U.S. and Europe.