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Panel Podcast - Stick to the fundamentals

Markets have faced a whirlwind of policy announcements from the new US administration. On top of this uncertainty, vast AI infrastructure spending plans in the US have been called into question by the launch of a cheaper Chinese rival.

Today we take a step back and a close look at the fundamentals for economic and corporate earnings growth, as well as outlining our tactical asset allocation.

Presented by Aymeric Forest CFA, Head of Investment Strategy and Seamus Lyons CFA, Senior Investment Manager. Hosted by Lorna Denny, Investment Specialist.

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