The UK Investor Magazine is joined by Marc Kimsey, Director at F&O Research, to review the first half of 2026 and look ahead to the rest of the year.
Marc shares his take on the recent AI wobbles and whether the sell-off marks a healthy pullback or the end of a bubble, before exploring where the winners and losers of the AI spending boom could emerge. The conversation turns to the UK market and whether British stocks deserve a place in portfolios for stability, along with the housebuilders’ comeback and whether the sector’s recovery has further to run.
Marc also reflects on AST SpaceMobile, one of F&O’s top performers this year, and discusses whether the space trade has legs following SpaceX’s record-breaking IPO. We then consider the prospects for Anthropic and OpenAI listings and whether recent volatility could see them hold off.
Marc finishes with his top picks for 2026.
Listeners can enjoy 50% off F&O Research using the discount code ‘UKIM2026‘ at checkout.