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Our Investment Strategy for May 2026

Our Investment Strategy for May 2026

Published 5 months, 3 weeks ago
Description

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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