The rise of America’s intangible economy
Investments in non-physical assets demystify the US stock market’s performance
Investments in non-physical assets demystify the US stock market’s performance

And the public private assets paradox

For the first time, investors are talking about ‘US risk’

It is no longer left to the invisible hand of capitalism to figure out who are the winners

Despite a stock rally, it is still unwise to assume the view of investors of America is not changing

Interest in AI and defence tech start-ups has boosted investor activity after a prolonged slowdown

But it relies on a host of rosy assumptions going in investors’ favour