Is now really a good time to start investing?
Government begins push to create a ‘nation of investors’ as AI bubble fears intensify
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The best time to buy quality stocks is now
A generational opportunity in otherwise bubbly markets
Investors need to look beyond the ‘bragawatts’ in AI infrastructure boom
As investment rush accelerates, the winners will control inputs unlikely to be commoditised
Is it time for me to buy equities again?
Many price/earnings ratios have fallen back to long-run averages
European start-up valuations boom on investor frenzy
Interest in AI and defence tech start-ups has boosted investor activity after a prolonged slowdown
The AI debt boom does not augur well for investors
The surge in investment may end up looking more like previous cycles of over-optimism and heavy capital spending
Investors need to rethink the ‘factor’ approach
Portfolio management should be based more on themes such as innovation