Melville Douglas: Fears grow of AI led market bubble

Melville Douglas: Fears grow of AI led market bubble

After six consecutive months of equity market gains, November saw the onset of volatility and risk aversion sparked by growing concerns around elevated valuations of Artificial Intelligence (AI) related stocks and the enormous capital expenditure and financing required by them to develop infrastructure and ever more powerful compute and inference capabilities. Listen to James Hibbs, Head of Melville Douglas Diversified, discussing as to whether we are in an AI led equity market bubble o...

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Episoder(14)

Market Pulse: Monday 10 August 2026

Market Pulse: Monday 10 August 2026

Join James Hibbs and Jerry Mills as they discuss the current key market drivers — from the latest corporate earnings results to the outlook for interest rates in both the US and the UK – as well as Me...

10 Aug 5min

Market Pulse: Wednesday 4 March 2026

Market Pulse: Wednesday 4 March 2026

Join Chris Stead and Gary James as they discuss current key market drivers — from the latest U.S. Supreme Court ruling on tariff policy to the evolving trends emerging from U.S. corporate earnings sea...

5 Mar 9min

Market Pulse: Navigating Change - 2025 Review, 2026 Preview

Market Pulse: Navigating Change - 2025 Review, 2026 Preview

Starting with the inauguration of the polarising 47th President of the United States, 2025 was never going to be a quiet one. Join the Melville Douglas team for a short review of the past year and som...

14 Jan 12min

Accra Polo Club Podcast Series, Episode 1: An introduction to Investments

Accra Polo Club Podcast Series, Episode 1: An introduction to Investments

During this episode, Will Groat, Head of West Africa, discusses the fundamentals of investing with Senior Portfolio Manager, Gary James. At an introductory level, they discuss why investing in traditi...

11 Des 202512min

Accra Polo Club Podcast Series, Episode 2: An introduction to Fixed Income

Accra Polo Club Podcast Series, Episode 2: An introduction to Fixed Income

In this episode, Senior Portfolio Manager, Gary James, and Fixed Income specialist, Simon Bradbury, focus in on the fundamentals of the asset class. Often seen as a ‘safe haven’, Simon and Gary discus...

11 Des 202512min

Accra Polo Club Podcast Series, Episode 3: An introduction to Equities

Accra Polo Club Podcast Series, Episode 3: An introduction to Equities

During this episode, Senior Portfolio Managers, Gary James and Chris Stead, are discussing equities. They unpick some of the key features of the asset class to include what to expect as an investor an...

11 Des 202510min

Market Pulse: Real World Impact of Interest Rate Cuts on Financials

Market Pulse: Real World Impact of Interest Rate Cuts on Financials

After the rise, comes the fall. Years after central banks embarked on one of the most aggressive rate hiking cycles in living memory, the decrease in these hikes will have far reaching implications. I...

2 Okt 202411min

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