Markets Weekly podcast (28 September 2026): How to spot the turn in the AI cycle

As tech makes up about 37% of the S&P 500 – above its dot-com peak – a sell-off in the Magnificent 7 could have significant repercussions for the market. But how would investors know if the AI cycle is turning? In this week’s podcast, Nikola Vasiljevic, Head of Global Asset Allocation, joins host Julien Lafargue, Chief Market Strategist, as they discuss four signals and four scenarios for investors to watch out for and what it all means for portfolios.