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After months of geopolitical uncertainty and heightened market volatility, markets have been quick to respond to both signs of de-escalation and fresh sources of tension. Yet the outlook remains far from straightforward. Questions around the durability of the AI-driven market rally, the path of inflation and interest rates, and the risk of renewed geopolitical tensions continue to shape the investment landscape. Hear from Christine Novakovic, Head of Global Wealth Management EMEA, alongside Themis Themistocleous, Head of the Chief Investment Office EMEA, and special guest R.P. Eddy, CEO of Ergo, a leading geopolitical and economic intelligence advisory firm. Together, they discussed what’s driving markets today and shared their outlook for the months ahead.
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