Markets have managed to ease through fears, says Partners Group's Anastasia Amoroso

• Market has worked through fears related to oil prices, AI momentum, and interest rate hikes, showing resilience.
• Valuations have reset lower (from 23x to 19x), indicating value has emerged, and earnings momentum continues.
• The Fed's recent stance was perceived as more dovish, which is positive for the market, and key sectors like semiconductors are showing strong leadership.

Financial market experts discuss the current rally, noting that the market has successfully navigated recent fears like rising oil prices, AI momentum concerns, and higher interest rates. They express a positive outlook, citing a resilient economy, reset valuations, and continued earnings momentum, suggesting the market's upward trend is sustainable despite seasonal weakness in September.