The best time to buy quality stocks is now
A generational opportunity in otherwise bubbly markets
A generational opportunity in otherwise bubbly markets

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

Markets have shrugged off everything from geopolitics to financial crises

The three lessons I learned as a professional money manager

Fund managers most optimistic since 2021 despite worries over tech valuations, Bank of America survey shows

Many price/earnings ratios have fallen back to long-run averages

We are living in a ‘barbell’ world where international threat meets technological opportunity