CIO Virtual Roundtable: Reframing the Investment Calculus
Welcome to a special edition of our publication, where we address client questions in video format.
In this video, our global and regional CIOs come together to address six of the most frequently asked questions: where durable value is forming across the AI stack, what could derail it, and how leadership is broadening from the builders of AI to its adopters — even as China tests America’s lead. They also weigh in on how to generate resilient income in a higher-for-longer rate environment, and how can we diversify our portfolios to cushion the impact of volatility, when traditional diversifiers have been challenged.
Watch the full discussion for our latest views—and how we’re applying them to build resilient, diversified portfolios for 2026 and beyond.
In this CIO Virtual Roundtable video, our global and regional CIOs address six of the most burning questions:
Q1: AI opportunities: Where are the best AI opportunities?
Q2: AI risks: What could challenge the AI trade?
Q3: Broadening out: Who benefits next as AI adoption spreads?
Q4: Inflation & rates: How are we investing in a higher-for-longer world?
Q5: China vs US: Can China close the AI gap with the US?
Q6: Diversification: What are today’s best portfolio shock absorbers?