Why Investors Should Expect Lower Returns From Here

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Merryn Talks Money 28 min not yet transcribed

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Recorded18 May 2026

Publisheromnycontent.com ↗

Handlerec:18473276

Show notes

Merryn Somerset Webb speaks to Pictet Asset Management Chief Strategist Luca Paolini about why markets remain remarkably resilient despite geopolitical turmoil, inflation fears and mounting fiscal risks. Paolini argues that the AI investment boom, strong corporate earnings and persistent US economic strength continue to support markets — but warns that the era of US exceptionalism may be fading, making diversification and lower long-term return expectations essential for investors. See omnystudio.com/listener for privacy information.

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