Is now really a good time to start investing?
Government begins push to create a ‘nation of investors’ as AI bubble fears intensify
Government begins push to create a ‘nation of investors’ as AI bubble fears intensify

A generational opportunity in otherwise bubbly markets

As investment rush accelerates, the winners will control inputs unlikely to be commoditised

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

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

The surge in investment may end up looking more like previous cycles of over-optimism and heavy capital spending

Portfolio management should be based more on themes such as innovation