Does valuation matter any more in the age of AI?
Durability of corporate growth and profit margins might outweigh metrics showing the cheapness of a stock
Durability of corporate growth and profit margins might outweigh metrics showing the cheapness of a stock

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

Concerns about concentration and valuation should be kept separate

Plus European value stocks, and more on the Fed

Forget the singularity and robot takeovers; what matters is who captures the value added

Innovation transforms the nature of work — our job is to guide that transition by mapping existing skills on to new roles

Recruiting digital natives with critical thinking skills is going to be crucial