Weekly Podcast and Snapshot

Global Outlook: Resilience in Focus
Guy Ertz, Deputy Global Chief Investment Officer

Economic activity should remain robust, supported by significant capital expenditure in AI, increased defence spending and infrastructure initiatives, particularly in the US and the eurozone.

While AI may offer long-term disinflationary benefits, its near-term impact is decisively inflationary, driven by supply constraints in energy and electronic components. Inflation should be generally lower next year.

Potential risks include geopolitical instability, the possibility of an "AI bust," and concerns over debt sustainability in major economies.

Global Outlook: Resilience in focus

In this podcast, Jeremy Fasquelle and Guy Ertz, Deputy Global Chief Investment Officer, discuss the latest IMF Global Economic Outlook and look at the key forces shaping the global economy and financial markets.

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Snapshot

In this article, Guy Ertz, Deputy Global Chief Investment Officer, analyzes and deep dive into that subject including macroeconomic updates, sector performance, and strategic positioning.

 

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