CIO Live Global: Can earnings outrun uncertainty?

Oil prices are rising, inflation remains sticky, and central banks are tightening policy. Meanwhile, investors are confronting elevated valuations, growing government debt, and questions about the durability of the AI investment boom. Despite these challenges, resilient growth and strong corporate earnings continue to support the equity outlook.

Kiran Ganesh, Global Head of Investment Communications, will be joined by Nadia Lovell, Head of Global Equity Strategy & Management, Frederick Mellors, Head of Fixed Income GAA, and Giovanni Staunovo, CIO Commodity Strategist, to discuss whether the rally can continue, how higher rates and geopolitical tensions could affect markets, and what would cause CIO to become more cautious. Together, they will explore the implications for equities, fixed income, and commodities, and explain why staying invested, while diversifying and managing risk, may be more important than waiting for certainty.

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22 September

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Nadia Lovell

Head of Global Equity Strategy & Management

Frederick Mellors

Head of Fixed Income GAA

Giovanni Staunovo

CIO Commodity Strategist

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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CIO Live Global: Can earnings outrun uncertainty?

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