Weekly Strategy Overview: AI & Other Shake-ups

In this session we take some time to review markets, general developments and more; along with addressing any key points and questions put forth by Members and Clients.

In particular:

▸ Strategy performance overview
▸ Key items for major global & local markets
▸ Sector insights, including:

 • Potential AI sector shakeups and evolving competitive dynamics
 • Concentration risks in the tech sector and implications for markets
 • Risk-on overconfidence—where markets may be underpricing downside

Questions & topic requests/suggestions are (very) highly encouraged, as always. Please do send through at any time.

A recording will be sent to all registrants. Recordings of past MSP Updates can be found by searching the updates table on the Members Homepage – or by using this shortcut:
🔗 IU.au/MSPU