Global Investing

Is the AI stock boom heading for a dot-com reckoning?

New research says AI-driven valuations carry serious correction risk, with or without a speculative bubble driving markets higher

Is the AI stock boom heading for a dot-com reckoning?

Franklin Templeton stays bullish on equities as earnings growth tops 20%

Strong corporate fundamentals and an AI-driven portfolio tilt underpin the asset manager's August 2026 outlook

Franklin Templeton stays bullish on equities as earnings growth tops 20%

Equity markets facing increased volatility but resilience is key

FTSE Russell's August outlook warns of higher rate volatility under Warsh while finding resilience beyond AI mega-caps

Equity markets facing increased volatility but resilience is key

Can emerging markets still diversify a portfolio when AI chips run the show?

MSCI says the sector sits at the centre of the boom, not a hedge against it

Can emerging markets still diversify a portfolio when AI chips run the show?

24-hour trading is coming – is your advisory practice ready?

ViewTrade's James St. Clair says overnight markets are maturing fast, and advisors who ignore them risk leaving clients behind

24-hour trading is coming – is your advisory practice ready?

US sells euros to buy yen in rare joint move with Japan

Washington acts to shield US bond markets as Japan's yen weakness threatens Treasury holdings

US sells euros to buy yen in rare joint move with Japan