Outrageous Predictions
A Fortune 500 company names an AI model as CEO
Charu Chanana
Chief Investment Strategist
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Peter Garnry
Chief Investment Strategist
Summary: We remain defensive on equities, which entails equal-weighting stocks against bonds and keeping exposure tilted towards developed markets, excluding the US, though we see Chinese equities as a tactical buying opportunity.
Outrageous Predictions
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Global Head of Macro Strategy
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Chief Investment Strategist