Ben Inker of GMO joins Excess Returns to break down whether the AI boom is an investment bubble, how it compares to 2000, 2007 and 2021, and why today’s risk may be more about earnings than valuations.

Investors in EM equities may worry they're doubling up by investing in EM debt. That isn't the case, though, with EM bonds drawing on sovereign credit cycles and local currency dynamics that move independently from equities.

Geopolitical risk is reshaping the investment landscape. Alex Kazan of Eurasia Group outlines what investors should watch, including U.S. policy uncertainty, China’s evolving positioning and ongoing Middle East risks.

Uzbekistan is grappling with rising temperatures, water shortages and blackouts, so this is a race for energy security and about rebranding the country as a modern state, open to global business. In this FT film, we meet business people, officials, and investors to find out whether Uzbekistan can reinvent itself for a post-…

In this episode of Unearthed, hosts John Reade and Joe Cavatoni discuss the findings of the newly released Central Bank Gold Reserves Survey 2026 and examine the recent gold price.

Peter Berezin, Chief Global Strategist at BCA Research, joins the discussion to discuss AI capex, valuations and much more.

Under the current conditions, will Gulf producers restart their fields and how quickly can they restore their production to pre-war levels?

Find out how MFS Co-CIO of Fixed Income Alex Mackey approaches today’s inflationary and more hawkish interest rate environment.

Thirty years of growth in outsourced tech services has transformed India's economy. However, AI's expansion is forcing the tech sector to evolve. The FT's Krishn Kaushik investigates whether data annotation to train AI models and humanoid robots is enough for India to thrive in the AI era.

Find out how MFS Co-CIO of Fixed Income Pilar Gómez-Bravo approaches today’s inflationary and more hawkish interest rate environment.

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss the Hormuz crisis, Fed policy under new leadership, budget deficits, the AI trade, and AI's mounting demands on energy markets.

Brian is a Partner at Sixth Street, a global investment firm managing over $130 billion in assets as of year‑end 2025. He breaks down how Sixth Street approaches sports as an institutional asset class, from identifying asymmetric return profiles and underwriting media and streaming risk to investing beyond team ownership in…

The geopolitical pressures forcing Europe to develop an autonomous defence capability are unrelenting. This discussion focuses on opportunities offered by a passive European defence strategy using a benchmark built by Bloomberg Intelligence.

The inflation rate in the U.S. has increased due to the positive contribution of the energy prices.

With a new Fed chairman settling in, markets may need to brace for choppier waters. But for now, optimism rules. AI is propelling equities higher, Korea is hitting fresh records, and Wall Street is holding firm – even celebrating the ‘greatest IP in history’, SpaceX.

In the latest episode of The Investors’ Guide to Asia, Multi-Asset Fund Manager George Efstathopoulos and Fixed Income Fund Manager Terrence Pang discuss how energy security and the AI capex cycle are reshaping Asia into a more fragmented investment landscape.

Artificial intelligence (AI) models continue to get smarter and cheaper, spurring adoption and expanding the total addressable market. Pamela Hegarty and Derek Glynn, Co-Portfolio Managers of BNPP AM’s disruptive technology strategy provide Daniel Morris, Chief Market Strategist, with their expert views of the current AI…

In this monthly video series, Fidelity's Multi Asset team breaks down what’s driving markets, how positioning is evolving, and what they’re watching next. This update explores the SpaceX IPO and continued strength in the AI theme, while highlighting rising concentration risks and the case for broader exposure to enhance…

Canadian equity PM Mark Rutherford explains the gap between the domestic economy and the stock market, why a large weight in financials can represent more diversification rather than less, and with increasing concentration in indexes, he ends the conversation with a simple idea: knowing what you own matters more than ever.…

Not long ago they would barely manage a few steps on stage before falling over but now they are chasing wild boars off the streets in Warsaw and smashing half-marathon records in Beijing. What does this extraordinary leap in engineering mean?