The market’s a bit wild right now.
Global tensions are rising. Energy prices moving all over the place. The Fed back to sounding hawkish.
It’s messy. No doubt about that.
But this is usually where things get interesting.
Because, while most people are focused on the noise… I’m looking at what’s being mispriced underneath it.
You’ve got some of the most important companies in the world — the ones driving AI, infrastructure, everything — trading at levels that don’t really make sense if you’re thinking five, 10 years out.
At the same time, we’ve got what could be the biggest IPO wave in history building in the background. SpaceX, OpenAI, Anthropic…
That kind of capital doesn’t just sit still. It spills over.
And it’s the spillover that tends to be the real opportunity.
I break all of this down in today’s video…
What’s happening, what I’m watching, and how I’m thinking about it.
Best,
Sam Volkering
Investment Director, Southbank Investment Research
PS Most investors will wait for this to settle…
For the volatility to calm down. For the headlines to make sense again.
But that’s usually when the opportunity has already passed them by.
The real move tends to happen earlier — when prices are being distorted, capital is starting to reposition, and the next wave (like the IPO surge we’re about to see ) hasn’t fully played out yet.
