CIO Outlook: The global rewiring is underway
From shifting tariff regimes to the end of US exceptionalism, and the real-world impact of AI — markets are being reshaped in real time. Staying ahead means understanding how these forces connect — and how they’ll affect long-term wealth outcomes.
Fidelity’s Global Equities CIO, Niamh Brodie-Machura, joins Lukasz de Pourbaix to unpack what this global rewiring means for investors:
The global policy and economic reset underway
How to think about volatility as a strategic tool, not just a risk
Why diversification is more important than ever
Where AI disruption is already…
The skinny
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