Markets have turned more selective as volatility returns and investors demand clearer earnings and efficiency. The focus has shifted from big ideas to real-world constraints, from whether AI spending can deliver returns, to whether power and grid infrastructure can keep up, and why healthcare is back on investors’ radar.

On The Bigger Picture, Dan Koh speaks with Charu Chanana, Chief Investment Strategist at Saxo about the key themes shaping markets right now and how investors should think about positioning in a more demanding investment environment.

Markets have turned more selective as volatility returns and investors demand clearer earnings and efficiency. The focus has shifted from big ideas to real-world constraints, from whether AI spending can deliver returns, to whether power and grid infrastructure can keep up, and why healthcare is back on investors&rsquo; radar.
On The Bigger Picture, Dan Koh speaks with Charu Chanana, Chief Investment Strategist at Saxo about the key themes shaping markets right now and how investors should think about positioning in a more demanding investment environment.

Insightful discussions on the latest market events and the top companies to watch.

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.