In this podcast, Edmund Shing, Global Chief Investment Officer, discusses our investment strategy for May 2026.Why are stocks back at their highs while oil prices remain elevated?How bad is oil demand destruction, Edmund, and how is this impacting the global economy?Amidst AI investment euphoria, how can we participate in the AI theme?Will we see higher central bank interest rates soon?What are three high-conviction investment ideas currently?Hosted on Ausha. See ausha.co/privacy-policy for more information.
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