Why are markets so strong despite everything?

In this episode of Wisdom Shared, Senior Investment Manager Harry Children and CIO Fahad Hassan explore why equity markets are near all-time highs despite geopolitical tensions, higher oil prices, and sticky inflation. They explain how resilient corporate earnings, broader sector participation beyond mega-cap tech, and tactical investor behaviour have driven the rally, while bond markets and gilt stress highlight rising duration and fiscal risks.

This episode was recorded on 19 May 2026.

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