Following the previous year’s rebound in Tech stocks, Tesla and Bitcoin there is much discussion of ‘investment bubbles’. We discuss why markets might be seen as “bubbly” and how we are positioning portfolios in light of this.
ESG investing and the energy transition have failed to reduce global carbon emissions over the last decade. What factors have slowed the energy transition? And how should investors prepare for the next ten years?
Doing the right thing in investment markets usually feels unpalatable. Finding value often means swimming against the tide and hunting for ideas where others are not.
The fluid and often conflicting narratives around artificial intelligence (AI) are challenging for all of us. But what’s hard fact, and what’s speculative fiction? And how should we think about AI as we look to the future?
