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Citi's Manthey Says Value, Quality Could Outperform AI Stocks

Bloomberg Technology Monday 09 November 2026, 09:46 UTC 1 min read
Key Points

Nov 9th, 2026 Citi's Manthey Says Value, Quality Could Outperform AI Stocks Beata Manthey, head of European equity strategy at Citi, discusses market positioning amid heightened uncertainty about the AI buildout. "We've basically neutralized the growth exposure, or AI exposure," Manthey tells Bloomberg Television. "We argue that more value, or more quality parts of the market, some defensives, could outperform in this type of environment," she adds.

Nov 9th, 2026 Citi's Manthey Says Value, Quality Could Outperform AI Stocks Beata Manthey, head of European equity strategy at Citi, discusses market positioning amid heightened uncertainty about the AI buildout. "We've basically neutralized the growth exposure, or AI exposure," Manthey tells Bloomberg Television. "We argue that more value, or more quality parts of the market, some defensives, could outperform in this type of environment," she adds.
Citi (ORG) Manthey Says Value (ORG) Quality (ORG) Beata Manthey (PERSON) European (ORG) AI (ORG) Manthey (PERSON) Bloomberg Television (ORG)
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