Latest / MPC Markets Morning Call
24th February 2026 – Tariff, Private Credit & Software Uncertainty drives market lower
In this episode, Mark Gardner discusses heightened market uncertainty driven by tariff concerns, fears of AI disruption (particularly from Anthropic's agentic AI tools impacting software incumbents like Oracle, IBM, CrowdStrike, Apple, and potentially payment networks like Mastercard and Visa), and private credit jitters (including Blue Owl halting redemptions amid software sector exposure and liquidity worries). While acknowledging overreactions in some areas and strong defensive moats in regulated or high-stakes sectors, he advises caution, selective buying on dips via dollar-cost averaging…
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