Why do markets thrive despite chaotic headlines? EFG Asset Management’s Deputy CIO Daniel Murray, tears up the old playbook. He breaks down how AI, tariffs, and US private surpluses drive growth, showing investors where calculated risks will pay off.

Chapters

• 02:20 Lessons from Japan's Demographic Challenges
• 07:50 Tariffs: Impact and Global Economic Implications
• 13:02 Market Outlook for 2026: Opportunities and Risks