Will the AI bubble burst in 2026? We ask the experts Tech The question of whether we are in an AI bubble and, if so, when exactly it might burst has dominated conversation in the City in recent months. Who better to turn to for answers than some of the UK’s finest stockpickers and strategists? The year 2025 was not a quiet one for markets. It started [...]
Was 2024 the year of the stockpicker? Nope. Investing Every year, asset managers claim that this year is the year of the stockpicker. At the start of 2024, Bank of America claimed that “active funds will have greater odds of selecting winners in 2024”. “We expect more idiosyncratic opportunities next year given elevated valuation dispersion and increased public market inefficiencies, which should create a [...]