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Podcast: The Evenlode Podcast
Episode: Evenlode Global Opportunities Investment View - Artificial Intelligence Update
Description: We are now at or close to all-time highs again in world equity markets less than three months after the drama of the 2 April tariff announcements.The rally from the 8 April lows has been historically fast and furious, and focused on the US tech names which had been lagging into the 2 April announcement. The explanation for all of this is fairly simple. ---Please note, these views represent the opinions of the Evenlode team as of 27th June 2025 and do not constitute investment advice.Past performance is not a reliable indicator o...