Exploring Opportunities and Threats in the Global Economy

Find out how Dr Sree Kochugovindan, Senior Research Economist at Aberdeen, assesses the effects of the energy shock on inflation and interest rates. In this conversation with Dr Renée Friedman, EXANTE’s Global Head of Research, she discusses geopolitical risks and investment opportunities linked to the expansion of AI infrastructure beyond the US.

5 things you’ll get from this talk

• Assessing how an energy shock can feed into inflation and interest rates
• Looking beyond headlines to understand the market impact of geopolitical events
• Discussing potential investment opportunities across regions and sectors
• Understanding how valuations can affect long-term returns
• Exploring potential beneficiaries of AI investment beyond the major technology companies

In this video, Sree discusses whether AI is in a bubble, along with gold, tariffs, critical minerals, energy security and geopolitical risks. The conversation also covers questions about AI valuations and investment opportunities.