bubble

Stock markets are almost as expensive as they have ever been on a range of different measures. The economy is almost as bad as it has ever been on a range of different...

In our latest podcast, had a look at some of the main drivers behind the stock market rise: retail investors, gearing, derivatives and asset allocation. As well as...

Today I explain why this housing boom is very different to its predecessors, and should not constrain the RBA from cutting rates further to hit its inflation and...

Many investors are increasingly comparing this current cycle with the late 1990s tech boom and bust. The similarities are straightforward, i.e. rapid and unsustainable...

The decline in US interest rates by the Federal Reserve to combat the GFC has left a mark on the investment landscape and triggered the rise of a new bubble – the...

For most of the last 10 years, the world’s major central banks have been creating significant amounts of cheap money. This has been primarily achieved with various QE...

Jeremy Grantham, Co-Founder and Chief Investment Strategist at US-based $75 billion fund, GMO, has some form in calling out bubbles. So it was notable that their asset...

If you were to analyse every major debt crisis in the world over the last 100 years, what would you learn? What patterns would emerge? Well Ray Dalio, the founder of...

Concerned that the nine-year bull run has overstayed its welcome, many strategists have highlighted the narrow leadership of the US stock market as it has bucked...

In “The Second Machine Age”, Eric Brynjolfsson and Andrew McAfee from MIT, chronologise how quickly technology is changing the world, and posit what the world might...

In our most recent webinar, Steve Johnson, Gareth Brown and Alex Shevelev discuss avoiding speculative madness, the importance of staying invested and at the same...

The sky is not falling was the message in September 2017. Our message was that the overall market did not show excessive valuations, which generally is a precursor to...

“Bitcoin has become one of the world’s hottest investments, a bubble inflated by social media, loose capital in search of the newest new thing”. You could be forgiven...

With a performance that is on track to 20-bag this year, there is little doubt it’s going to be a very Merry Christmas for Bitcoin enthusiasts, many of whom have made...

Type “Bitcoin is a Bubble” into Google and you’ll get 31,800,000 results, a clear indication of how many times people have, incorrectly so far, called a top in the...

When the next bubble and crash comes, would you rather be out six months early, or six months late? Chad Slater, Joint CIO at Morphic Asset Management, says some of...