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Experts In-House: Perspectives – CIO View

Event replay available from: Oct 21, 2026.

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On October 21st, I was joined by Deepak Puri, CFA, Chief Investment Officer for Americas.

We discussed the following topics ahead of the U.S. mid-term elections on November 3, 2026:

 

  • Potential policy scenarios and their implications for growth, inflation, regulation, and capital markets.
  • The investment outlook for AI and digital infrastructure, including data-center expansion, power availability, permitting frameworks and execution challenges.
  • How investors can navigate evolving market conditions and position portfolios amid changing policy and economic dynamics.

 

We hope you find the recording insightful and look forward to welcoming you live at our next event.

 

You can access the corresponding presentation here.

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