US earnings are holding up, AI is driving gains, and markets are hitting new highs, but not all sectors are sharing in the upside. Europe lags, emerging markets face short-term headwinds, and risks from tariffs and slowing growth are rising.
The big question for investors: how do you ride the tailwinds of AI and rate cuts without getting caught off guard if the tide turns?
On Wealth Tracker, Hongbin Jeong speaks to Jack Siu, Head of Discretionary Portfolio Management, Asia at Lombard Odier, to find out more.

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