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Global Outlook: Our CIOs on Modern Mercantilism, AI, and Managing Money Today
By
Karen Karniol-Tambour
Greg Jensen
Bob Prince
Jim Haskel
In an excerpt from our Q4 CIO call,
Karen Karniol-Tambour
Greg Jensen
, and
Bob Prince
describe the new investment regime—defined by AI and modern mercantilism—and share how investors can build a resilient portfolio in the current environment.
Karen describes the new investment regime we’re in today, discusses the risks we see ahead, and walks through the critical questions we’re watching to determine how these dynamics will play out going forward.
Greg discusses our approach to understanding AI and why the next chapter of the AI boom is more dangerous.
Bob shares how investors can build resilient portfolios in the current environment.
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