Bahrain, June 2 -- Equity markets have remained resilient despite geopolitical risks, supported by strong earnings momentum and investments in technology and artificial intelligence.

Lombard Odier CIO Office viewpoint titled Beyond the conflict, what landscape investors should expect, Dr Luca Bindelli, Head of Investment Strategy at CIO said that higher sovereign bond yields may create short-term equity valuation pressures, but we see yields receding under our base-case scenario. Bonds maintain a useful role in portfolios, but their diversification properties are weaker in supply-side and inflation shocks.

"We keep our moderate pro-risk stance in portfolios, favouring emerging market equities, emerging market hard-currency bonds and gol...