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?

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