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Why gold isn't acting like gold and why the AI boom might become a bubble

Gold is falling when investors expect it to rise. AI stocks are wobbling. So where should investors look next?

FT Adviser Editor-in-Chief Simoney Kyriakou is joined by Joe Little, Chief Strategist at HSBC Asset Management, to unpack the biggest investment questions facing markets. Watch or listen to previous episodes of Asset Allocator here.

They discuss why gold has become more volatile, whether AI valuations are entering bubble territory, how geopolitics and central banks are influencing markets, and why opportunities may be emerging beyond US technology stocks.

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The skinny

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