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FT Adviser Vodcast Episode 2: Is it “2 shocks and 1 boom” in markets right now?

30 June 2026

Professional investors in the UK can listen to our investment thinking straight from one of the experts. It’s part of our sponsorship of FT Adviser’s ‘Asset Allocator’ which brings insights into the issues that drive investment decisions.

Throughout the series, Joe will be in discussion with FT Adviser Editor, Simoney Kyriakou, addressing some of the most impactful macro topics that are on the minds of investors.

Episode 2: Joe and Simoney tackled three of the biggest questions on investors’ minds:

  • Why the economy is experiencing “2 shocks and 1 boom”. And what a world of spiky inflation could mean for diversification
  • Are we in an AI bubble? We break down the debate through the lenses of technicals, valuations, and liquidity
  • Emerging markets are outperforming. We explore what’s driving the resilience - from AI and technology to commodities, and the latest developments in China and India

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