Audio Note | Keep calm and carry on: Investment strategies for an uncertain world

There has been no shortage of events to keep investors on their toes in recent months and years, from wars in Ukraine, Gaza and Iran to political uncertainty at home and abroad, as well as question marks over the path of global economic growth and the trajectory of inflation and interest rates. While a surging gold price in 2025 propelled commodity funds to the top of the performance charts, technology stocks – particularly those related to artificial intelligence – have re-taken the baton in the past weeks, although market jitters are becoming increasingly frequent, and opinion remains divided over whether the long-running AI bull market represents a durable secular change or a bubble of historic proportions.