Show Notes
AI boom or bubble? Emerging markets comeback? And what do geopolitical shocks mean for investors in 2026? In this episode of the Asset Allocator podcast, FT Adviser editor Simoney Kyriakou sits down with Joe Little, Chief Strategist at HSBC Asset Management, to unpack the forces reshaping global markets.
From geopolitical tensions and commodity volatility to China's manufacturing resurgence and the AI investment frenzy, Joe discusses whether AI stocks are entering bubble territory, why inflation may remain "spiky", and why investors may need to look beyond developed markets for future returns.
Click here for more investment insights from HSBC Asset Management: Investment Insights | HSBC Asset Management
Timestamps 00:00 - Update on markets 00:30 - Economic Shocks & Inflation 04:42 - The AI Boom: Market Impact 09:27 - Emerging & Frontier Markets
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