BUBBLE News & Analysis

These shares have surged in price in the last year but are significantly overvalued according to our analysts. 

The renowned investor has penned his first investor letter for 2025 and it’s a ripper. He runs through what bubbles are, which ones he’s experienced,...

Here’s what strategist Jeremy Grantham thinks about the markets today.

The capital cycle teaches us that too much money chasing new investment opportunities leads to bad outcomes for investors. Is AI and private capital...

If we ignore history we are doomed to repeat it. Investors have been tripped up again and again by too much capital chasing seemingly attractive...

Should investors chase this growth story or are they overvalued after the surge in the shares.  

Investors love to see things in black and white, yet most are grey. One person’s market bubble can be another’s bull market.

The US tech sector looks frothy, yet broader markets don't seem expensive and some other sectors seem downright cheap. 

The US tech bubble has driven the S&P 500's gains over the past 10 years, and here's why the rest of the world may be about to play catch-up.

In both the dot-com bubble and the pandemic boom, by the time most managers began buying the highflyers, their valuations were already through the...