Avsnitt Why gold isn't acting like gold and why the AI boom might become a bubble Asset Allocator Spela Dela
Gold is falling when investors expect it to rise. AI stocks are wobbling. So where should investors look next? FT Adviser Editor-in-Chief Simoney Kyriakou is joined by Joe Little, Chief Strategist at HSBC Asset Management, to unpack the biggest investment questions facing markets. Watch or listen to previous episodes of Asset Allocator here. They discuss why gold has become more volatile, whether AI valuations are entering bubble territory, how geopolitics and central banks are influencing markets, and why opportunities may be emerging beyond US technology stocks. Click here for more investment insights from HSBC Asset Management: Investment Insights | HSBC Asset Management Timestamps 00:00 - Gold Market Analysis 05:09 - Macroeconomic Outlook & Market Trends 11:00 - Technology, Growth & Valuation Concerns 18:19 - Income Opportunities & Diversification The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter. Hosted on Acast. See acast.com/privacy for more information. Rss Apple Podcaster →
