Wed 22 Apr 2026 - 10:00 EDT / 15:00 BST / 16:00 CEST

• Graham Turner is broadly positive on markets, driven by the AI/technology boom and healthy US private-sector debt.

• China is a major beneficiary, thanks to strength in renewables, EVs, exports, and shifting global alliances.

• The US remains attractive but has risks, especially around politics, the Middle East conflict, and the timing of rate cuts.

• The UK outlook is weak, with policy choices hurting business confidence and jobs, especially in high-paying sectors.

• Asia and emerging markets are preferred, with Japan and China seen as well positioned and the yen viewed as undervalued.