With U.S. equities near record highs despite a government shutdown and mixed economic signals, are investors being too complacent — or too cautious? Sam Konrad, Investment Manager for Asian Equity Income at Jupiter Asset Management, shares his outlook on U.S. markets, why he’s keeping faith in AI-driven growth, and why Singapore and Taiwan may be among the most overlooked stories in Asia right now.

Produced/Presented: Ryan Huang

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