Fridays with Frank: The Mid-Year Divergence Report

Halfway through the year, Nigel Grant and ASB Chief Investment Officer Frank Jasper unpack global investment firm, KKR's mid-year outlook and the big themes shaping markets right now, geopolitical fragmentation and supply chain "choke points," the AI-driven productivity boom that could be underestimated, and what KKR calls a "higher resting heart rate" for inflation.