In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder unpack a complex global backdrop where geopolitical tensions and resilient markets are moving in tandem. Drawing on the latest developments in the Middle East and recent diplomatic activity between the US and China, they explore how prolonged uncertainty is reshaping energy prices and inflation expectations. The conversation delves into shifting central bank outlooks, including the growing likelihood that interest rates may remain higher for longer. The pair also provide insight into what's driving market strength, from AI-fuelled earnings growth to broader economic resilience, and what risks investors should be watching closely.

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