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Since we identified AI and modern mercantilism as the key forces defining the new paradigm, they have accelerated and now increasingly dominate the global economy and markets.
In an excerpt from our Q2 CIO call, Co-CIO Karen Karniol-Tambour lays out where we stand today and describes what investors can do to navigate this environment:
00:00 The New Paradigm: AI and Modern Mercantilism
03:51 The Shape of Today's Expansion
08:41 What Investors Can Do to Navigate This Environment
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