Burnham’s first steps: the investor impact

How should investors respond to a new government, rising geopolitical tensions and the latest wave of AI-driven earnings? Anna Macdonald and Matt Britzman explore what Andy Burnham’s arrival, and a Labour shake up could mean for portfolios, the outlook for UK markets, defence spending and the upcoming Budget. They also unpack fresh results from Alphabet and Tesla, discuss the durability of the AI investment theme and explain why diversification and time in the market remain key principles for long-term investors. This podcast is for information purposes only and does not constitute personal advice. Investments can fall as well as rise in value, so you could get back less than you invest. Past performance is not a guide to future returns. This content is not a recommendation to buy, sell or hold any investment or security mentioned. Hosted on Acast. See acast.com/privacy for more information.