Money and Me: Beyond the Magnificent 7 - Where the Next Winners Hide

Money and Me: Beyond the Magnificent 7 - Where the Next Winners Hide

The market looks strong - but only a handful of stocks are doing the lifting.

As 2026 begins, investors are grappling with a big question: can mega-cap dominance last, or is leadership finally starting to broaden?

With just 10% of the S&P 500 driving gains, valuation gaps are widening even as market breadth quietly improves.

We explore whether easing rates, broader earnings, and capital rotation are setting the stage for SMID-cap companies to step into the spotlight.

The conversation digs into AI’s shift from infrastructure to application, separating real earnings leverage from hype.

We also assess how new US tax incentives are shaping corporate behaviour - and whether small- and mid-cap fundamentals are truly recovering.

Joining the discussion is Ann Miletti, Head of Equity Investments and Chief Diversity Officer at Allspring Global Investments, hosted by Michelle Martin.

See omnystudio.com/listener for privacy information.

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Market View: Oil Shock, Buffett’s Final Quarter & AI’s Power Plays

Market View: Oil Shock, Buffett’s Final Quarter & AI’s Power Plays

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Money and Me: Where is smart investor money going?

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Market View: Netflix walks away, Gold Miner Rising & Earnings Scorecards

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Money and Me: Tariff Shock, Bank Strength & The Singapore Pivot

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Is the AI trade still unstoppable - or is smart money quietly rotating? In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Nvidia’s blockbuster US$43 billion quarter and CEO Jensen ...

26 Helmi 21min

Money and Me: Anti-involution China strategies for the dividend investor 

Money and Me: Anti-involution China strategies for the dividend investor 

In China’s 2026 market, survival isn’t about buying the dip - it’s about finding the moat. In this episode, hosted by Michelle Martin, we dissect why investors are shifting from momentum plays to stru...

25 Helmi 29min

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25 Helmi 23min

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