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EPISODE · Jun 15, 2026 · 22 MIN

AI, energy innovation and the UK stock market

from FTSE Russell Convenes

In the first episode of our Scholar & Investor series, we bring together academic insight and investment expertise to examine one of the most important intersections shaping markets today.  Professor Constantine Yannelis, Professor Cambridge University and Thomas Moore, Senior Investment Director at Aberdeen Asset Management explore how artificial intelligence, energy innovation and structural shifts in the UK economy are influencing global markets. Drawing on both research-led perspectives and real-world investment experience, they discuss the opportunities—and constraints—facing investors.  Chapters (00:00:00) - Introduction(00:04:12) - Energy, innovation and AI(00:10:33) - Unpacking energy prices(00:12:30) - Capital markets and the energy transition(00:15:50) - Investing in the UK: AI and energy(00:18:40) - The Oxford–Cambridge corridor: Fostering innovation

What this episode covers

In the first episode of our Scholar & Investor series, we bring together academic insight and investment expertise to examine one of the most important intersections shaping markets today.  Professor Constantine Yannelis, Professor Cambridge University and Thomas Moore, Senior Investment Director at Aberdeen Asset Management explore how artificial intelligence, energy innovation and structural shifts in the UK economy are influencing global markets. Drawing on both research-led perspectives and real-world investment experience, they discuss the opportunities—and constraints—facing investors.

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Frequently Asked Questions

How long is this episode of FTSE Russell Convenes?

This episode is 22 minutes long.

When was this FTSE Russell Convenes episode published?

This episode was published on June 15, 2026.

What is this episode about?

In the first episode of our Scholar & Investor series, we bring together academic insight and investment expertise to examine one of the most important intersections shaping markets today.  Professor Constantine Yannelis, Professor Cambridge...

Can I download this FTSE Russell Convenes episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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