The last few months have been as significant as they've been turbulent globally, with US corporate earnings, the AI capex boom, geopolitical flare-ups, and inflation all prominent themes. Join Investment Director, Damien Hennessy, and Head of Portfolio Solutions, Andrew Yap, as they share their views across:
- the US Federal Reserve's expected trajectory under new Fed Chair Kevin Warsh
- the broader debate surrounding the expenditure, sustainability, and long-term returns of the AI hyperscalers
- the economic outlook following the Reserve Bank of Australia's recent update, which held rates steady, and
- portfolio positioning for global and domestic equities in the current environment.
12 min watch
