2026 outlook: Markets, valuations and AI

Charlie Parker and Fahad Hassan examine how substantial AI-driven investment has shaped 2025’s markets, concentrating gains in a handful of tech leaders and raising valuation and concentration questions.

They explore the main risks to watch for in 2026, covering US consumer divergence and private credit strains. Despite the concerns, Charlie and Fahad end the episode with cautious optimism for markets, based on solid corporate earnings momentum.  

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