Antipodes’ Savas: We see dotcom parallels as investors ignore valuation extremes
Valuations on mega-cap US stocks are at ‘dotcom era extremes,’ warns Alison Savas
Maginificent Seven
-
-
Macro matters: Made in Mexico
As the nearshoring boom gathers pace on the back of the US/China trade war, Mexico is well placed to take full advantage
-
Small caps: The great divide
Forget the ‘magnificent seven’, it’s the magnificent gap investors need to be watching out for
-
Newton IM’s John Bailer: The market’s new regime
Newton IM’s John Bailer on the ‘last gasp’ of growth stocks and where the market heads in a new regime