In this podcast, Edmund Shing, Global Chief Investment Officer discusses our investment strategy for June 2026.


  • Can this almost parabolic move in IT hardware companies continue? How high is the risk of a market correction?

  • What implications for the Hyperscalers and for the broader tech sector after Google recently announced a USD 80bn stock offering to fund AI investment plans?

  • What should investors holding S&P 500, Nasdaq, Emerging Markets or tech stocks do now?

  • The European tech sector has also caught AI fever, up 28% this year.  Where can we find cheap tech stocks now?

  • What 3 themes can we invest in to ride the AI investment wave?



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