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David Jenkins delves into the heightened uncertainty in global markets, highlighting the renewed appeal of defensive sectors. He discusses the impact of geopolitical tensions, the evolving role of AI in capital allocation, and compelling opportunities in markets like the US and India. David also shares his perspective on the challenges facing Australian and European markets, emphasizing the importance of long-term visibility and real cash flows in portfolio positioning.

Views and opinions are expressed as of 05 March 2026. 

The information provided in this video does not constitute investment advice and no investment decision should be made based on it. Neither the information contained in this video or in any accompanying oral presentation is a recommendation to follow any strategy or allocation. In addition, neither is it a recommendation, offer or solicitation to sell or buy any security or to purchase of shares in any fund or establish any separately managed account. It should not be assumed that any investments made by GQG Partners LLC (GQG) in the future will be profitable or will equal the performance of any securities discussed herein. Before making any investment decision, you should seek expert, professional advice, including tax advice, and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the law of your home country, place of residence or current abode.  

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