Across the Pond: Bubble fears meet FOMO

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Recorded07 Nov 2025

Publishersecure.ubs.com

Handlerec:4542321

Show notes

Investors have been caught between the fear of missing the AI revolution and growing worries about an equity market bubble. With US valuations at the highest level since the dotcom surge 25 years ago, how concerned should investors be? Is now a good time to diversify beyond the US or retreat to cash? To explain how to navigate these complex markets, hosts Christopher Swann and Belinda Peeters are joined by CIO’s global head of investment communications, Kiran Ganesh.

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