Mag 7

Hyperscaler leverage has doubled in six months and free cash flows are falling. The credit markets are starting to notice.

The consensus outlook for 2026 is bullish. But most focus on expected earnings growth, and ignore the all-important earnings multiple

The World’s Next Operating System

In our previous GQG Research, Dotcom on Steroids, we explored the striking parallels between the current AI landscape and the euphoric rise—and subsequent fall—of the...

A great year for global equities leaves the best performers looking overvalued. Here's where you can still find value in expensive markets.

Things are rosy for US and global equities right now, but if we get a correction, what S&P 500 stocks could offer the best protection?

3 global equities managers make the call on Mag 7 dominance and where else on the S&P 500 investors should be looking for better returns.

There are worries over an overheated US equities market and these stats suggest those worries may be justified. So what should you do next?

The Dotcom bubble was manufactured by the US investment banks and wirehouses. The political conditions that allowed it have disappeared.

As some cry "bubble", US tech premiums are shrinking, earnings keep surprising, and history shows market leadership can last for decades.