CIO Live

Markets have continued to climb higher, supported by strong corporate earnings, robust AI-related investment, and expectations that inflation can ease gradually. But the outlook is not dependent on one factor alone. The durability of AI capex, evidence of monetization, the breadth of earnings growth, and the path of inflation and monetary policy will all be important in determining whether the constructive backdrop can continue.

To discuss the latest market developments and portfolio implications, Kiran Ganesh, Global Head of Investment Communications, will be joined by Frederick Mellors, Head Fixed Income GAA, Rolf Ganter, Head CIO Equities Europe, and Andrew Dubinsky, US Senior Economist. Together, they will examine the key forces shaping markets into year-end, the scenarios that could support or challenge further upside, and how investors can position portfolios to participate in opportunities while remaining resilient across a range of outcomes.

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25 August

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Frederick Mellors

Head Fixed Income GAA

Andrew Dubinsky

US Senior Economist

Rolf Ganter

Head CIO Equities Europe

Moderation: Kiran Ganesh

Global Head of Investment Communications

AI has remained the dominant force in markets in the first half of the year, driving equities higher despite rising yields, firmer inflation, and ongoing geopolitical uncertainty. Meanwhile, geopolitics continues to play an important role in shaping expectations for inflation, interest rates, energy markets, and investor sentiment. As the investment landscape broadens beyond the US, investors must balance further upside potential with concentration risk, diversification, high-quality fixed income, and protection against a wider range of risks.

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