Uploaded April 2026 | Updated September 2026, 2 weeks ago
Is the AI boom just getting started… or are we heading for another bubble?
In this episode video, we break down what’s really driving markets right now from the rise of AI and big tech spending, to interest rates, inflation, and the US job market.
We’re joined by Ben Gutteridge, CFA (Market Insight Strategist at Invesco) and Fisayo Martins (ACMA, CGMA) to unpack:
- Whether AI stocks are in a bubble or still have room to grow
- Why Big Tech is in an “AI arms race”
- How AI is impacting earnings, productivity, and global markets
- What investors should watch in the US economy
- How interest rates and central banks shape market returns
- Why volatility is the price of long-term investing
The key takeaway? AI may be one of the most powerful themes in markets today — but understanding what’s priced in (and what isn’t) is crucial.
If you’re investing (or thinking about it), this is what you need to know.
🌐 Explore Invesco's ETF range on InvestEngine: investengine.com/etfs/invesco
📘 Learn more about global investing on our blog: blog.investengine.com
📚 Check our glossary: help.investengine.com/hc/en-g
📱 iOS app: apps.apple.com/gb/app/investe
📱 Android app: play.google.com/store/apps/de
Subscribe for more ETF education and market explainers.
Join the InvestEngine Community: community.investengine.com
Capital at risk. ETF costs apply. This video is not financial advice and is part of a paid partnership with Invesco. Tax treatment depends on individual circumstances and may be subject to change. Past performance is not a reliable indicator of future results.
Is the AI boom just getting started… or are we heading for another bubble?
In this episode video, we break down what’s really driving markets right now from the rise of AI and big tech spending, to interest rates, inflation, and the US job market.
We’re joined by Ben Gutteridge, CFA (Market Insight Strategist at Invesco) and Fisayo Martins (ACMA, CGMA) to unpack:
- Whether AI stocks are in a bubble or still have room to grow
- Why Big Tech is in an “AI arms race”
- How AI is impacting earnings, productivity, and global markets
- What investors should watch in the US economy
- How interest rates and central banks shape market returns
- Why volatility is the price of long-term investing
The key takeaway? AI may be one of the most powerful themes in markets today — but understanding what’s priced in (and what isn’t) is crucial.
If you’re investing (or thinking about it), this is what you need to know.
🌐 Explore Invesco's ETF range on InvestEngine: investengine.com/etfs/invesco
📘 Learn more about global investing on our blog: blog.investengine.com
📚 Check our glossary: help.investengine.com/hc/en-g
📱 iOS app: apps.apple.com/gb/app/investe
📱 Android app: play.google.com/store/apps/de
Subscribe for more ETF education and market explainers.
Join the InvestEngine Community: community.investengine.com
Capital at risk. ETF costs apply. This video is not financial advice and is part of a paid partnership with Invesco. Tax treatment depends on individual circumstances and may be subject to change. Past performance is not a reliable indicator of future results.
