Markets Weekly: AI Sparks Market Rotation, UK Political Risk, and the Pensions Property Debate

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Recorded13 Feb 2026

Publisheromnycontent.com ↗

Handlerec:15896231

Show notes

On this week's markets wrap, hosts Merryn Somerset Webb and John Stepek discuss a sharp market rotation driven by growing fears that AI will disrupt – rather than simply enhance – major sectors including legal services, wealth management, and digital platforms. As “old economy” stocks rise and Asian and European markets outperform, Merryn and John debate whether investors should shift away from the US and reassess opportunities in the UK, emerging markets, and smaller caps amid political uncertainty. See omnystudio.com/listener for privacy information.

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