The resilience of the global economy continues. But elevated oil prices, sticky inflation, higher bond yields and a wave of elections introduce fresh uncertainty. This webcast looks at some of the key developments investors need to watch: The global economy is still holding up well. Growth forecasts for 2026 and into 2027 remain above consensus, supported by rapid AI advances and faster-than-normal productivity growth. Can this momentum continue? Oil and inflation remain key risks. Oil prices continued to trend higher in recent weeks despite ample supply flowing through the Strait of Hormuz. Inflation too remains high – closer to 3% than the 2% target in many markets. Will central banks need to keep raising interest rates? Bond yields have eased but remain higher. Fiscal concerns are adding to the pressure –particularly in France, where rising yields, protests and political instability are bringing sovereign debt issues to the fore. What’s next? AI is driving both productivity and anxiety. There’s a shift from whether supply can meet demand, to whether there will be enough demand for all the capacity being built. The semiconductor index has fallen by nearly 20% at its worst, even as the broader market holds up reasonably well. Can market participation broaden beyond tech? China shows tentative signs of improvement. China benefits from an interest-rate advantage over the U.S., and there are early but encouraging green shoots in the housing market. Could this mark a turn for China’s economy? The bottom line: The global economy remains more resilient than expected. Yet a range of forces continue to test economies – even as AI's dual role as growth engine and source of concern keeps markets on edge. Dive into this 30-minute video to learn more.