Markets are dealing with war, stubborn inflation, higher interest rates, political uncertainty and an AI investment boom worth hundreds of billions. So why have they remained so resilient?
Sean and Paul are joined by portfolio manager Stuart Clark to break down what is really driving global markets right now and where investors are seeing both risk and opportunity.
They discuss why interest rates could stay higher for longer, whether markets are becoming less sensitive to geopolitical shocks, why timing the market is so difficult, and where opportunities are emerging across the UK, China and global markets.
They also look at the huge gap between UK and US valuations, what the rise of populist politics means for markets, and the growing questions surrounding AI.
Are AI stocks overpriced? Can the extraordinary earnings growth continue? And with enormous sums being committed to data centres and AI infrastructure, where could the real long-term investment opportunities emerge?
Stuart also explains why the biggest winners from AI may not necessarily be the companies building the models and chips, but the businesses that successfully use AI to transform productivity.
Beyond the Business is brought to you by MLP Wealth.
Subscribe for more conversations on business, markets, investing, wealth and the economy.
#Investing #StockMarket #AI #Markets #UKInvesting