Fiona Harris

speaker

273 appearances 1 recordings 1 series first heard Aug 2026 last heard 6 Aug

Fiona Harris’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.

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On Point · ep 386 | Spotlight on the US equity market · 6 Aug 2026 podcast

We're starting to see that AI wave move to broader fields, but not outside of AI, right?

We've had the memory names catch a bit because of supply and demand dynamics this year.

And so...

You know, we would prefer to see a market that broadens that further beyond the AI circle to incorporate more.

And when we look at that, we've had great earnings growth in financials this quarter, right?

And the exceeded expectations.

Amazing.

Can I throw it in one factoid?

Value is outperforming growth year to date in the US market, which is really great to see because then you'd say, hey, the market's broadening out.

But it's not.

It's the memory names and value that are really catching that bid.

In fact, financials can't find any love this year again, right, in terms of market returns, but have great earnings growth.

And financials are the biggest part of a value index.

So be careful what you're seeing, because you might think you're diversified if you've got value and you've got growth separately.

But the value names catching a bid, it's still that AI trade.

And so when I take it back and say, look, the underpinnings, you've got

Good earnings growth.

We should see that broaden out.

We should see more companies participate.

You can see it in industrials.

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