Insights

Weekly Market Commentary – 6th February 2026

6 February 2026

This week a big shift in investor behaviour saw markets identify some of the potential losers from the AI revolution. So far investors have focused on finding the AI winners, so this is a notable change in mindset. AI should drive significant productivity improvements, but the benefits are likely to be spread unevenly and further disruption appears inevitable as the technology evolves and adoption accelerates.