Marija Veitmane

Head of Equity Strategy at State Street Markets, providing macro and equity strategy insights focused on sector positioning, margins, and investor behavior in global equity markets.

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Nov 6, 2025 • 31min

Growth Beyond the AI Trade: Where Next?

Marija Veitmane, Head of Equity Strategy at State Street Markets, shares valuable insights on global equity trends. She dissects the recent Q3 earnings and their implications for a potential Santa rally. Marija highlights the long decline of value investing and the need for skilled stock-pickers amid a preference for momentum strategies. She points out overlooked opportunities in European small caps and healthcare, arguing the sector could see renewed interest. Additionally, she analyzes the impact of tech earnings and AI on market dynamics.

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