Dave Foord on Politics, Debt, and the Future of Markets

Artificial intelligence continues to attract record levels of investment, with billions flowing into data centres, microchips and AI infrastructure. Alongside this excitement, the gap between AI market expectations and real-world productivity is getting harder to ignore. In our latest podcast, AI: Opportunity with Caution, Brian Arcese speaks to JC Xue…

Artificial intelligence continues to attract record levels of investment, with billions flowing into data centres, microchips and AI infrastructure. Alongside this excitement, the gap between AI market expectations and real-world productivity is getting harder to ignore. In our latest podcast, AI: Opportunity with Caution, Brian Arcese speaks to JC Xue…

AI has captured the market’s imagination, but inflation may prove the more persistent test. Transformative technologies can create extraordinary long-term winners, but history shows that innovation-led booms often bring overvaluation and painful capital losses when too much capital chases too many opportunities at the wrong price. AI matters. But even…

Despite ongoing conflict in the Middle East, increased oil prices and persistent trade tensions, global markets continued to move higher in May - driven largely by the ongoing AI investment boom. In this episode of Markets in a Nutshell, Linda Eedes focuses on what matters from here. She explores how…

After a volatile March, global markets rebounded sharply in April – even as geopolitical tensions escalated and inflation pressures continued to build. In this episode of Markets in a Nutshell, Linda Eedes focuses on what matters from here. She explores the macroeconomic backdrop shaping global markets, the risk of inflation…