On February 27, Saira Malik, Nuveen Chief Investment Officer, joined CNBC's 'Closing Bell Overtime' to talk about what to expect from markets in the year to come. Malik identified four primary themes driving market volatility this year: trade, AI, the Middle East situation, and the future actions of central banks. Regarding the AI trade, she observed a notable shift within the tech sector from semiconductors to software, pointing out that software was previously under-owned in portfolios by ~100 to 150 basi ...