CIO Live Global: Stirred, not shaken?

Markets remain supported by strong earnings and continued AI investment, while rising US yields add a new layer of complexity for investors. The key question is how to stay positioned for upside while managing concentration risk and a more volatile rates backdrop.

To unpack the latest developments and portfolio implications,聽Mark Haefele, Chief Investment Officer Global Wealth Management, is joined by experts from across regions and asset classes.

Our CIO speakers

Portrait of Paul Donovan

Paul Donovan

Chief Economist, 麻豆社 Global Wealth Management

Portrait of Ulrike Hoffmann-Burchardi

Ulrike Hoffmann-Burchardi

CIO Americas and Head of Global Equities

Portrait of Kiran Ganesh

Kiran Ganesh

Global Head of Investment Communications

Portrait of Mark Haefele

Moderation: Mark Haefele

Chief Investment Officer Global Wealth Management

CIO Live Global: Iran update - A conversation with US Admiral Stavridis

Uncertainty persists in the Middle East despite the temporary ceasefire, with important questions remaining about the military trajectory of the conflict and the prospects for a diplomatic path forward. That uncertainty is also feeding into markets, shaping energy prices, investor sentiment, and the broader investment outlook.

Access more of our leading insights

Renewable energy

Intelligence to power your investment goals

Private markets, currencies, commodities? Explore our Chief Investment Office鈥檚 monthly Messages in Focus for the latest on ways to help add value to your portfolio.

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Topical and timely investment insights

Dive into our latest research and insights covering every major region and asset class, powered by the global expertise of our Chief Investment Office.

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Bringing our CIO views directly to you

Our Chief Investment Office leadership team analyzes investment opportunities and market risks around the world, so you can pursue what matters to you with confidence.聽聽

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Our regularly updated investment outlook

We are locally active and globally connected with one investment view - the 麻豆社 House View, offering clear and unified insights to clients around the world.聽聽

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