Market outlook podcast: Conflict and AI drive market divergence

Two forces appear to drive markets, as investors try to balance the risk from the ongoing Middle East conflict with the opportunity from AI.

We look at how this divergence is playing out in economies, earnings growth and monetary policy, and outline how we have positioned our portfolios for this environment.

Presented by Aymeric Forest CFA, Head of Investment Strategy. Hosted by Lauren Thys, Head Of Product & Marketing Content.