Merryn Somerset Webb speaks to Pictet Asset Management Chief Strategist Luca Paolini about why markets remain remarkably resilient despite geopolitical turmoil, inflation fears and mounting fiscal risks. Paolini argues that the AI investment boom, strong corporate earnings and persistent US economic strength continue to support markets — but warns that the era of US exceptionalism may be fading, making diversification and lower long-term return expectations essential for investors. 

Merryn Somerset Webb speaks to Pictet Asset Management Chief Strategist Luca Paolini about why markets remain remarkably resilient despite geopolitical turmoil, inflation fears and mounting fiscal risks. Paolini argues that the AI investment boom, strong corporate earnings and persistent US economic strength continue to support markets &mdash; but warns that the era of US exceptionalism may be fading, making diversification and lower long-term return expectations essential for investors.&nbsp;

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money

Why Investors Should Expect Lower Returns From Here 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/29c13fac-90fe-4643-b6d1-b44d0159e2e9/transcript

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Bloomberg senior reporter John Stepek is joined by co-editor of Bloomberg’s Markets Today blog, Morwenna Coniam to discuss the ever changing status of the Iran ceasefire and the resulting impact on oil prices and bond yields. They also highlight the growing evidence that the AI trade could be falling apart and what this means for global markets.

Bloomberg senior reporter John Stepek is joined by co-editor of Bloomberg&rsquo;s Markets Today blog, Morwenna Coniam to discuss the ever changing status of the Iran ceasefire and the resulting impact on oil prices and bond yields. They also highlight the growing evidence that the AI trade could be falling apart and what this means for global markets.

Markets Wrap: Oil Rises, Tech Falters: What Investors Need to Know

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6979a94f-8e84-40eb-b7bf-b4820103aa00/transcript

The number of REITs (real estate investment trusts) listed in London has shrunk dramatically over the past five years. Now the biggest REIT on the market is the subject of a bid from a US buyer. In this week's personal finance edition of Merryn Talks Your Money, Bloomberg senior reporter and author of the Money Distilled newsletter, John Stepek, is joined by Bloomberg real estate team leader Jack Sidders to discuss the health of the UK's commercial property sector, whether there is more consolidation to come, and what it might say about REIT valuations.

 

The number of REITs (real estate investment trusts) listed in London has shrunk dramatically over the past five years. Now the biggest REIT on the market is the subject of a bid from a US buyer. In this week's personal finance edition of Merryn Talks Your Money, Bloomberg senior reporter and author of the Money Distilled newsletter, John Stepek, is joined by Bloomberg real estate team leader Jack Sidders to discuss the health of the UK's commercial property sector, whether there is more consolidation to come, and what it might say about REIT valuations.
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The UK's Shrinking REITs Sector Is Still Attracting Buyers  

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9823086f-c857-48f2-8beb-b48101090787/transcript

AI can read every earnings report, filing and research note in seconds — but can it ever replace the instincts of a seasoned investor? Merryn Somerset Webb sits down with Causeway Capital Management chief executive Sarah Ketterer to explore where AI is genuinely changing fund management and why human judgment still matters. Ketterer also shares where she is finding value in today's markets, highlighting opportunities in healthcare, enterprise software, UK equities and overlooked Chinese companies while warning investors about the risks of chasing the AI semiconductor boom.

AI can read every earnings report, filing and research note in seconds &mdash; but can it ever replace the instincts of a seasoned investor? Merryn Somerset Webb sits down with Causeway Capital Management chief executive Sarah Ketterer to explore where AI is genuinely changing fund management and why human judgment still matters. Ketterer also shares where she is finding value in today's markets, highlighting opportunities in healthcare, enterprise software, UK equities and overlooked Chinese companies while warning investors about the risks of chasing the AI semiconductor boom.

The Biggest AI Investment Mistakes Investors Could Make

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7552bb56-1dc3-4509-b116-b47e0159cc10/transcript

Why Investors Should Expect Lower Returns From Here

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