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Episode 27 - The Great Rotation? Summer update with Lance Peltz.
Is the AI trade beginning to unwind—and could the UK market finally be having its moment?
In this episode of Bassline, Dave Wallace is joined by Lance Peltz, Chief Investment Officer at Cavendish Ware, to examine the forces moving global markets.
They begin with the UK stock market’s push towards record territory. Lance explains why Britain’s concentration of energy, mining, financial and pharmaceutical companies may now be working in its favour as investors rotate away from the dominant AI stocks.
The conversation then turns to the enormous sums being invested in AI infrastructure…
The skinny
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