Attempts to catch the moments in markets when asset prices change direction is not only fraught with jeopardy, it also risks sitting on the sidelines holding cash for substantial periods of time.

Market bubbles are typically driven by unrealistic valuations and speculative activity. The question of whether we’re in bubble territory in 2024 hinges on the link between AI and the dominance of the Magnificent Seven.

Mabrouk Chetouane and Julien Dauchez from Natixis Investment Managers Solutions explore the key market storylines and asset allocation trends for the second half of 2024, and the impact of longer-term trends that are shaping the investment landscape.