Europe is catching a bid. Falling oil prices, easing inflation pressures and softer ECB expectations are improving the outlook for European equities just as cracks begin to appear in the technology trade. Concerns about excessive AI spending, rising debt issuance and stretched valuations are resurfacing, prompting investors to reassess whether the world's largest technology companies can generate returns that justify the enormous capital being deployed.
But can UK markets benefit from that rotation? Ten years after the Brexit referendum, the UK's economic challenges remain in focus as gilt investors assess the country's fiscal outlook amid the 7th leadership change in just a decade.
Watch the full episode to find out more!
Intro1:01 Cheaper oil please European investors
2:41 ... as tech appetite comes under pressure
5:20 UK: Burnham’s turn to try
