Markets brace for conflicting liquidity shifts, a potential correction, AI bubble risks.
New Trader TV – Ben Ashby, chief investment officer at Henderson Rowe, discusses how year-end liquidity will be shaped by conflicting forces, including the US government reopening and the push for buy-sides to de-risk their books as they wrap up 2025. In this episode, the chief investment officer also shares his view on the huge volumes in retail trading this year and the potential for a market correction. He also unpacks whether AI valuations are sustainable long-term looks at the biggest risks to be watchful of in 2026, including a resurgence in US inflation.
In this episode:
📌 Conflicting forces shaping liquidity this end of year
📌 Retail flow in 2025
📌 Is a potential market correction on the cards?
📌 AI valuation risks
📌 The big risks to look out for in 2026
