---
title: "On the defensive: 'Wait and see' how markets take Fed's new chair, earnings, AI valuations"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/289008576.md"
description: "Maurice Gravier from Emirates NBD explains why he's turning defensive, though not bearish, on global equities – especially in developed markets."
datetime: "2026-06-08T06:05:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/289008576.md)
  - [en](https://longbridge.com/en/news/289008576.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/289008576.md)
---

# On the defensive: 'Wait and see' how markets take Fed's new chair, earnings, AI valuations

Maurice Gravier from Emirates NBD explains why he's turning defensive, though not bearish, on global equities – especially in developed markets.

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