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CNBC TV18 - Markets 72d ago
Global markets turn selective as AI, oil and capital flows drive divergence: Manulife Investments
Marc Franklin, Deputy Head of Multi Asset Solutions, Asia at Manulife Investments explains how AI investments, rising oil prices and shifting capital flows are driving divergence across global equity markets.
AKCAPITARIHANTCAPCPCAPECAPINSUREGLOBALGROWWCAPMMARCOILVMARCINDCapital GoodsConsumer Services
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CNBC TV18 - Markets 123d ago
Markets tend to adjust to geopolitical shocks over time: Manulife Investments
Marc Franklin, Deputy Head of Multi Asset Solutions-Asia at Manulife Investments, says markets welcomed signals that the conflict may not be prolonged, easing fears after the recent oil price spike. However, investors remain cautious amid persistent geopolitical risks. He expects markets to remain volatile but range-bound in the coming weeks, with oil already pricing in significant geopolitical risk, while equities have begun to adjust to the uncertainty.
MARCOILPERSISTENTVMARCINDCapital GoodsInformation Technology