UK Politics, AI Boom and Market Resilience
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In this episode, introducing Anna Macdonald, our new Investment Strategy Director, taking her seat alongside Matt Britzman to unpack a turbulent week in markets. From UK political uncertainty and rising bond yields to the global impact of inflation and Middle East tensions. They explore why banks are faltering, yet US markets remain resilient, and dive deep into the AI-driven surge powering big tech and semiconductor stocks.
This podcast was recorded on May 12 2026 and all information was correct at the time of recording.
Nothing in this podcast is personal advice – you should seek advice if you’re unsure what’s right for you. Investments rise and fall in value, so you could get back less than you invest. And past performance is not a guide to the future
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