CIO Essentials audio versions are generated using AI technology.
We’re exploring new ways to make our content more accessible and engaging — and your opinion matters! Please take a moment to listen and let us know what you think. Your feedback helps us improve and shape future formats.
05 Nov 2025
Looking for opportunities in China
Recent discussions between Presidents Trump and Xi in Busan signal constructive progress in negotiations between the US and China. Combined with the positive outlook for China’s economy, as outlined in the 15th Five-Year Plan, these developments have renewed attention on Chinese equities. Supported by these factors, Chinese equities may continue to demonstrate strong long-term performance, in our view.
22 Oct 2025
22 October 2025 – Is it time to reduce equity exposure?
Recent investments by Nvidia and Oracle in OpenAI have sparked discussion around AI circularity. Combined with elevated valuations and market concentration in the Magnificent 7, this has prompted questions about the outlook for equity markets. However, we believe there is still room for equity markets to advance, which is why we have upgraded global equities for Attractive. Presented by automated voices.