The Fed has raised rates and says they'll stay high for longer, and Treasury yields are at levels not seen in years. So is that bad news for stocks, and does the AI growth story still hold up? We speak to Patrick Chang, Chief Investment Officer, Segments & Propositions at CIMB, about what's changed in his outlook, how he's thinking about diversification and hedging, and the indicators he's watching over the next few months.



Click here to find out more about CIMB Chief Investment Office.

The Fed has raised rates and says they'll stay high for longer, and Treasury yields are at levels not seen in years. So is that bad news for stocks, and does the AI growth story still hold up? We speak to Patrick Chang, Chief Investment Officer, Segments &amp; Propositions at CIMB, about what's changed in his outlook, how he's thinking about diversification and hedging, and the indicators he's watching over the next few months.Click <a target="_blank" rel="noopener noreferrer nofollow" href="https://cio.cimb.com/?u=MTA1MTkzOjEwMA==">here</a> to find out more about CIMB Chief Investment Office.

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.