Huw van Steenis

Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, shares insights on the equity rally following the US-China trade truce, emphasizing broad gains across sectors like technology and consumer discretionary. Huw van Steenis, Vice Chair at Oliver Wyman, discusses how international investors might adjust their portfolios in response to this newfound optimism, highlighting key market indicators signaling strength. Together, they reveal how traders are reacting to changing dynamics in tariffs and what this means for future economic stability.

Alison Williams, a Senior Analyst at Bloomberg Intelligence, discusses how major U.S. banks are poised for strong earnings despite market volatility. Huw van Steenis, Vice Chair at Oliver Wyman, highlights the surge in private credit demand among family offices seeking stable returns as private equity slows down. Jan Szilagyi, CEO of Reflexivity, explores the transformative role of AI in investment analysis, showcasing its ability to process vast data efficiently and enhance decision-making in the financial sector.