Two shocks, one boom, and an investment multiverse
About this episode
In this episode, Simoney Kyriakou interviews Joe Little about the impact of geopolitical shocks and the AI boom on global markets and investment strategies for 2026.
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 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.
People in this episode
Host: Simoney Kyriakou
Guest: Joe Little
Topics covered
- AI boom
- geopolitical shocks
- emerging markets
- inflation
- global markets
Keywords
- AI stocks
- investment multiverse
- commodity volatility
- inflation
- developed markets
Mentioned in this episode
Organizations: HSBC Asset Management
Places: China
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