Markets have weathered war in the Middle East, persistent inflation, tariff uncertainty and the rapid rise of artificial intelligence. So where do investors go from here?

Sean Aylmer speaks with Shane Oliver, Chief Economist and Head of Investment Strategy at AMP, about why markets have largely looked through the Middle East conflict, why investors may be underestimating inflation risks, and why the resilience of global sharemarkets continues to surprise him.

Plus: the outlook for AI stocks, the risks around high-profile IPOs such as SpaceX, and why investors may need to be a little more cautious despite the generally positive backdrop.

This is general information only. You should seek professional advice tailored to your circumstances before making investment decisions.