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Is the investment playbook changing?
Many of the assumptions that have shaped markets for decades are being tested. Interest rates may stay higher for longer, globalisation is slowing, demographics are shifting, artificial intelligence is transforming industries, and geopolitical uncertainty remains elevated. In this episode of Quarterly Insights, Nic Andrew, Managing Executive, joins Rob Johnson, Head of Investments, to explore what these changes could mean for investors. Their conversation examines the market environment, the opportunities and risks presented by AI, the importance of valuation discipline, and why building resilient portfolios remains critical in an increasingly uncertain world. Listen to the episode to hear why successful investing may be less about predicting what comes next and more about being prepared for a range of possible outcomes.
