Ben Ashby, the CIO of Henderson Rowe, is a seasoned investment manager from London with a focus on cross-asset investing. He delves into how historical market trends influence today’s economy, highlighting the rhythm of interest rate cycles and equity valuations. Ashby discusses the challenges posed by AI and political uncertainty, as well as recent market fluctuations and tactical investment strategies. He also analyzes the complexities of the UK economy and offers insights into navigating currency volatility and finding investment opportunities in a shifting financial landscape.