What could uncertainty around interest rates, the rise of AI, and China’s stuttering growth mean for portfolio positioning during the rest of 2023? This week, our Head of Behavioural Finance, Alex Joshi, ponders the role of short-term news events in shaping long-term investment decision-making. While host Henk Potts discusses the key announcements from the Jackson Hole economic symposium, slumping manufacturing data, and AI-focused corporate earning releases.