Description
In this podcast, Edmund Shing, Global Chief Investment Officer discusses our investment strategy for June 2026.
Can this almost parabolic move in IT hardware companies continue? How high is the risk of a market correction?
What implications for the Hyperscalers and for the broader tech sector after Google recently announced a USD 80bn stock offering to fund AI investment plans?
What should investors holding S&P 500, Nasdaq, Emerging Markets or tech stocks do now?
The European tech sector has also caught AI fever, up 28% this year. Where can we find cheap tech stocks now?
What 3 themes can we invest in to ride the AI investment wave?
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