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11/04/2025 CIO Lens Q2 2025: Markets are adjusting to a major turn in the political consensus Previous Quarterly video update You Might Also Like CIO Lens Q3 2025: Uncertainty abounds but markets are at new highs – why? CIO Lens Q3 2026: Concentration, credibility and the importance of understanding risk Quarterly video update CIO Lens Q2 2026: Building diversified portfolios for uncertain times CIO Lens Q4 2025: Seeking resilience as clouds form