Are oil prices still a threat to inflation? How will diverging US and EU monetary policies shape markets? Why stay positive on Emerging Markets despite China’s slowdown? And how has our investment strategy adapted to recent volatility?

In this month’s video, we cut through the noise:

• Oil prices are normalising—what does this mean for inflation and growth?
• The ECB and Fed are on different paths: what’s next for rates?
• Emerging Markets: more than just China, with AI-driven growth stories.
• Our investment strategy: staying focused on fundamentals, locking in yields, and targeting regions with exceptional earnings.

Stay ahead of the curve—watch now for clear insights and actionable perspectives on the forces shaping global markets.