With the S&P 500 up around 90 per cent over the last five years — the so-called ‘Magnificent 7’ driving nearly 70 per cent of its gains this year — and trillions of dollars planned for artificial intelligence spending, some institutional investors have begun to question whether we are in a bubble and whether a […]
In a world with volatility and uncertainty, four key transitions can explain the headlines: China, technology, energy and demographics, said Vikram Mansharamani, who is a lecturer at Harvard University and author of Boombustology: Spotting Financial Bubbles Before They Burst. China is growing and trying to transition to a consumption-led economy, but the transition isn’t complete […]
Institutional investors should anticipate next year to be one of increasing volatility.
Tech stocks are becoming the market’s new whale.
High-quality corporates looking frothy.
Blogger Edward Harrison pulls off the rose-coloured glasses.
